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Jason Dworak

Jason Dworak

Formal First Name
Jason
Link
LinkedIn
Location
Nebraska

Jason Dworak, CIMA®, is a Managing Director and Private Wealth Advisor of The Dworak Group, a wealth management practice at UBS Financial Services. He specializes in advising high-net-worth clients on portfolio and risk management, investment strategy, and estate planning. Prior to joining UBS in 2008, he was a former Financial Advisor at Morgan Stanley and Piper Sandler. Jason has been continuously recognized for the quality of practices in providing clients with perspective and guidance, honored by various industry publications such as Forbes magazine and Barron’ magazine.

Professional Experience

Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2017–2020
  • Forbes Best-in-State Wealth Advisors 2018–2020
  • Barron's Top 1,000 Financial Advisors, 2010–2013
  • Barron's Top 1,200 Financial Advisors, 2014–2020


Community Involvement

  • City Impact Volunteer
  • FoodNet Volunteer
  • Lincoln Christian School
  • Lincoln Christian Foundation
  • Berean Church

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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