Jason W. Urbaniak is a managing partner and Wealth Advisor at Oak Partners, a comprehensive wealth management firm. Jason is one of the founders of the Wealth Management Group and remains as a team leader with the Wealth Management Group.
Jason joined Oak Partners in 2002, shortly after attending Purdue University and working as a recruiter for the firms Paine Weber and Smith Barney. He was instrumental in helping the other founders grow Oak Partners from the ground floor by helping add such firm innovations as the “team” model, building a new corporate office and re-defining the firms portfolio theories. Jason grew up in Northwest Indiana and attended Andrean High School.
Jason is an Investment Advisor Representative of LPL Fiancial, an independent broker/dealer.
Jason holds registrations in General Securities(series 7), State Law (series 63/66), and Life & Health Insurance Licensed held through LPL Financial. He specializes in helping individuals prepare for their financial goals, mainly retirement, by introducing them to customized investment concepts and strategies. He enjoys working in the Financial Planning Industry and believes in educating his clients and helping them make sense of the complicated world of investing. He looks forward to a long career of establishing and nurturing relationships of mutual trust and respect with his clientele. His passion is working on developing client portfolios with transparency in cost and performance.
Jason lives in Valparaiso and enjoys spending time with family, offering his time to many local boards and charities and coaching youth sports.