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Jason Urbaniak

LPL Financial LLC
24 Years of Experience
Crown Point, IN
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Jason Urbaniak is a registered investment advisor at LPL Financial LLC, based in Crown Point, IN, with 24 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

55 W 94th Pl, Crown Point, IN, 46307

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2025
Final
Customer Dispute
February 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Sii Investments, INC.
August 2002 - February 2018 · 15 yrs 6 mos
Sii Investments, INC.Broker
July 2002 - February 2018 · 15 yrs 7 mos
State Registrations27 states
AKALAZCACOFLGAIAILINKSLAMAMDMIMNMONCOHOKPASCSDTNTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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