Chief Financial Officer, Director of Human Resources
Partner and Co-Founder
Jon P. Yankee, MBA, CFP® earned his Master of Business Administration in International Management with a focus on Finance from Thunderbird, the American Graduate School of International Management, in 1998. He received a Bachelor of Arts degree in International Studies with a concentration in Asian Studies and Japanese from the University of Richmond in 1992. He also completed undergraduate work at Kansai University of Foreign Studies in Osaka, Japan from 1990-1991.
Prior to founding Fox, Joss & Yankee, Jon was a Lead Advisor at Rembert, Pendleton, & Fox (RPF), where he earned his Certified Financial Planner™ certification following coursework at the College for Financial Planning in Denver, CO. RPF was formerly known as Rembert, D’Orazio & Fox and Hopewell Rembert Advisors. Mr. Yankee specializes in portfolio design and implementation, retirement planning, education planning, and cash management for professionals, retirees, young families, and non-profit/charitable organizations.
Jon is a former member of the Board of Directors of the Northeast/Mid-Atlantic Region of the National Association of Personal Financial Advisors (NAPFA) and is a NAPFA-Registered Financial Advisor. He is also a member of the Financial Planning Association (FPA), participating in the activities of the National Capital Area Chapter of the FPA and serving on its Professional Development Committee.
Mr. Yankee has been a speaker at a number of industry events and conferences focusing on internship programs and his firm’s hiring practices and strategies. He has also been quoted in publications such as Investment News, Financial Planning magazine, The Journal of Financial Planning, Investment Advisor Magazine, Bloomberg Wealth Manager, Forbes.com, Men’s Health, Financial Week, Bankrate.com, and Dow Jones Newswire.
Prior to joining RPF, Mr. Yankee was a Financial Advisor for Merrill Lynch and a Financial Analyst with the Aerospace Division of Honeywell in Phoenix, AZ. He also worked five years in Honolulu, HI as a Program Manager for the Pacific Basin Economic Council (PBEC), an organization of chief executives that fosters and promotes the development of trade and trade policy throughout the Asia Pacific region.
Jon lives in Ashburn, VA, with his wife Kristen, daughter Jordan, son Ryan, and their Labrador Retrievers, Duke and Chance. He enjoys spending his free time with his family, in addition to playing and coaching soccer, and recently earned his National Youth Coaching License from the U.S. Soccer Federation.
Our role is to assist clients in defining goals and managing expectations in all aspects of their financial lives. It is wonderfully satisfying to help clients work towards and achieve financial independence.
Jon P. Yankee, MBA, CFP®
Chief Financial Officer, Director of Human Resources
Partner and Co-Founder
Prior to founding Fox, Joss & Yankee, Jon was a Lead Advisor at Rembert, Pendleton, & Fox (RPF), where he earned his Certified Financial Planner™ certification following coursework at the College for Financial Planning in Denver, CO. RPF was formerly known as Rembert, D’Orazio & Fox and Hopewell Rembert Advisors. Mr. Yankee specializes in portfolio design and implementation, retirement planning, education planning, and cash management for professionals, retirees, young families, and non-profit/charitable organizations.
Jon is a former member of the Board of Directors of the Northeast/Mid-Atlantic Region of the National Association of Personal Financial Advisors (NAPFA) and is a NAPFA-Registered Financial Advisor. He is also a member of the Financial Planning Association (FPA), participating in the activities of the National Capital Area Chapter of the FPA and serving on its Professional Development Committee.
Mr. Yankee has been a speaker at a number of industry events and conferences focusing on internship programs and his firm’s hiring practices and strategies. He has also been quoted in publications such as Investment News, Financial Planning magazine, The Journal of Financial Planning, Investment Advisor Magazine, Bloomberg Wealth Manager, Forbes.com, Men’s Health, Financial Week, Bankrate.com, and Dow Jones Newswire.
Prior to joining RPF, Mr. Yankee was a Financial Advisor for Merrill Lynch and a Financial Analyst with the Aerospace Division of Honeywell in Phoenix, AZ. He also worked five years in Honolulu, HI as a Program Manager for the Pacific Basin Economic Council (PBEC), an organization of chief executives that fosters and promotes the development of trade and trade policy throughout the Asia Pacific region.
Jon lives in Ashburn, VA, with his wife Kristen, daughter Jordan, son Ryan, and their Labrador Retrievers, Duke and Chance. He enjoys spending his free time with his family, in addition to playing and coaching soccer, and recently earned his National Youth Coaching License from the U.S. Soccer Federation.