Jason Yang founded GSME Wealth Management with a simple yet powerful mission: to be a strategic wealth partner for globally minded individuals, families, and institutions. With over 25 years of experience in global capital markets—and having managed portfolios totaling more than $30 billion—Jason brings a rare combination of institutional expertise, entrepreneurial drive, and deep cultural fluency.

Before launching GSME, Jason held senior leadership roles at top global financial institutions, including serving as Acting CEO and a member of the Management Committee in the New York and London offices of a major international bank. In these capacities, he advised family offices, corporations, and financial institutions on complex cross-border transactions, U.S. capital markets trading, investment, and risk management. Over time, Jason recognized critical gaps in traditional wealth advisory—particularly for immigrant families, global professionals and expats, and international entrepreneurs. He founded GSME to deliver truly independent, fiduciary-based financial planning and investment management tailored to these underserved clients.

Jason holds an MBA from the University of Chicago Booth School of Business and is well-regarded for his ability to translate academic financial theory into practical, real-world strategies that deliver results. Jason holds multiple U.S. FINRA and NASAA credentials, reflecting a broad base of securities knowledge and regulatory expertise. He is currently registered with active Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses. In addition, he has successfully completed and maintains eligibility for Series 24 (General Securities Principal) and Series 63 (Uniform Securities Agent State Law), as well as the Securities Industry Essentials (SIE) exam. These credentials demonstrate his commitment to the highest professional standards in investment advisory and regulatory compliance.

Beyond his professional accomplishments, Jason is a devoted father, a curious thinker, and a passionate advocate for financial literacy and cross-cultural understanding. His long-term vision is not only to build a leading global advisory firm—but also to mentor the generations of global citizens and financial leaders.

Selected Speaking Engagements & Publications 

Speaking Engagements

• Panel Speaker, The Opportunities and Battle for China, Financial Times U.S. Banking Forum, New York, NY (2019)

• Speaker, Green Financing & Investing in Asian Infrastructure, Asia House, London, UK (September 2017)

• Speaker, G20 Green Finance Research Initiative, led by the Bank of England and the Central Bank of China; delivered remarks at the London Stock Exchange (2015–2016)

• Panel Speaker, The China Global Borrowers and Investment Forum, Euromoney, Frankfurt, Germany (May 2016)

• Panel Speaker, China Green Bonds Conference, London Stock Exchange, London, UK (October 2015)

• Keynote Speaker, Futures Market Innovations and Collaborations between Banking and the Futures Industry, 2nd Global Derivatives Conference, Shanghai, China (May 2012)

Publications

• How Financial Institutions Get Out of the Trap of Overseas Mergers and Acquisitions, Modern Commercial Bank (July 2021)

• Strategy for Financial Institutions to Conduct Business in the United States Under the New Era, Tsinghua Financial Review (March 2021)

• Featured in International Financial Law Review (IFLR) on the U.S.-China trade war (November 2019)