Jason Yu - Email & Phone Number

Equity Research Associate at Summitry

Jason Yu is based out of United States and works at Summitry as Equity Research Associate.

Jason Yu's Contact Information

Jason Yu's Work email

j*****@summit***.com

Valid

Latest update

September 19, 2025

Location

United States

Jason's current employer

Summitry

Description

At Summitry, our wealth management and custom financial planning services are specially suited for life in California. Speak with an advi...

Website

summitry.com

HQ Location

Foster City, California, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Summitry

Frequent questions about Jason Yu

What company is Jason Yu working for?

Jason Yu works for Summitry.

What is Jason Yu's function at Summitry?

Jason Yu is Equity Research Associate at Summitry.

Where is Jason Yu based?

Jason Yu is based out of United States.

What is Jason Yu's work email address?

Jason Yu's professional email address is j*****@summit***.com

Who are Jason Yu's co-workers?

Jason Yu's colleagues are Colin Higgins, Jennifer Rouse, Tiffany Lessler, Brearin Land, Matthew Gordon, Winnie Butt, Kurt Hoefer, Daniel Spector-Franson, Archana Turaga, Gina McGhee, Sherry Williams, Alejandra Torres, Ann Luong, Jack Zhao, Joe Martin, Claire Shifren, Eric Jungling, David Langhals, Mandy Pham, Emily Hazelroth, Aaron Szager, Adam Govani, Charles Angle, Lana Xiao, Alex Katz.

Jason's co-workers

Colin Higgins

CEO

Jennifer Rouse

Director of Operations & CCO

Portfolio Manager & Senior Research Analyst

Winnie Butt

Senior Financial Advisor

Kurt Hoefer

Chief Strategy Officer

Daniel Spector-Franson

Financial Advisor

Archana Turaga

Associate Financial Advisor

Gina McGhee

Financial Advisor Assistant

Sherry Williams

Senior Relationship Manager, CFP

Alejandra Torres

Business Operations Specialist

Ann Luong

Marketing Manager

Jack Zhao

Senior Equity Analyst

Joe Martin

Chief Client Experience Officer

Claire Shifren

Senior Financial Advisor

Eric Jungling

Senior Financial Advisor at Summitry

David Langhals

Financial Advisor

Mandy Pham

Senior Financial Advisor

Emily Hazelroth

Senior Financial Advisor & Advisor Manager

Aaron Szager

Advisor Group Manager

Adam Govani

Senior Financial Advisor

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