Jason W. Urbaniak joined Oak Partners, Inc. in 2001 as a financial Planner. His primary goal is to build quality portfolios for his clients that provide an income stream and offer creative hedges to protect principle. Jason believes that each client can gain nice returns by building fundamental portfolios and not necessarily adding more risk. Jason was instrumental in the forming of the current tam structure at Oak Partners and co-founded the Wealth Management Group for which he currently helps manage.

 

Jason, like most of the firm, attended Andrean High School and Purdue University. He then was hired by an international recruiting firm and specialized in the recruitment of stockbrokers for firms such as Smith Barney and UBS. After a lifetime of friendship with the founders of Oak Partners, Jason made the move there and became a partner himself in January of 2006.

 

Jason holds FINRA Series 7, 63 & 66 registrations and is also a Licensed Insurance Agent. He lives in Valparaiso with is wife Kara and their three children, Kayla, Camryn and Elle. He enjoys being active and everything Notre Dame football.