Jason Urbaniak
Jason Urbaniak is a registered investment advisor at LPL Financial LLC, based in Crown Point, IN, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
55 W 94th Pl, Crown Point, IN, 46307
Get directionsHistory
Regulatory History (2)
Financial
July 2025Customer Dispute
February 2018Other Business ActivitiesSells Insurance
Jason is a partner in Oak Partners LLC, managing and maintaining a real estate rental property since 2012. He also owns Oak Partners INC, a DBA for his LPL business, and JU-MR LLC, another real estate rental property. Jason spends minimal time on LJM LLC, a fitness studio.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.