Jared Oates

Background

About Jared Oates

I am a graduate from Trinity Christian College with a degree in Finance learning all I can about about Wealth Management industry. I graduated with cumulative grade point average of 3.9 which reflects the time and effort I put into my school work. I look to bring that same effort into my profession with Savant Wealth Management and bring as much value as I can to my team in Naperville IL. Now that I have begun my position as an associate advisor I have obtained my series 65 license will continue to work towards getting my CFP (Certified Financial Planner) designation in 2025. My passion for wealth management has displayed itself through my employment as a summer intern in 2022 with Chicago Partners Wealth Advisors and now a obtaining the position of an associate advisor with Savant Wealth Management. I look forward to using my skills and knowledge in the wealth management industry to help people and build secure financial futures. Outside of my professional career I am a former collegiate basketball player who still relishes the opportunity to play the game in various leagues. I also throughly enjoy weight lifting and fitness along with playing multiple instruments including piano, guitar, and ukelele.