Jason Dworak

Jason Dworak

Formal First Name

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