Jason Urbaniak, financial advisor Crown Point IN

Jason Urbaniak

CRD Number: 2834829
Current Firm: Lpl Financial LLC

Jason Urbaniak (CRD# 2834829) is an Investment Advisor Representative working at Lpl Financial LLC in Crown Point, IN and has over 27 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Lpl Financial LLC Crown Point, IN Feb 2018 - Current 6
Sii Investments, Inc. Crown Point, IN Jul 2002 - Feb 2018 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S66 NASAA Uniform Combined State Law Examination Jul 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason W. Urbaniak
Phone Number: 704-733-3300
Registered State(s):
  • AZ
  • CA
  • CO
  • IL
  • IN
  • KS
  • MA
  • NC
  • OH
  • PA
  • SC
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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