Top Wealth + Best-in-State · rank 1 · Lincoln, Nebraska · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “Working within the exclusive Private Wealth Management division of UBS, we not only offer our comprehensive understanding of complex wealth, we connect you to opportunities and specialists across the firm and around the ” — firm_official
- Parent company — UBS Group AG (high)
- “JASON MATTHEW DWORAK - Investment Adviser at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"name": "JASON MATTHEW DWORAK", "crd": 2434370, "current_firm": "UBS FINANCIAL SERVICES INC.", "current_firm_id": 8174” — sec_finra_regulatory
- Team name — The Dworak Group (high)
- “At The Dworak Group, we are dedicated to helping successful clients, their families and their businesses grow preserve and pass on all they have achieved.” — firm_official
- Team size — 9 (high)
- “Jason Dworak CIMA® ... Brandon Woodhead CFP® ... Micah Dworak CPWA® ... Amy Krings ... Craig A. Pytleski, CAP, CFP ... Brittany Earl ... Austin Sankey ... Emilee Knudson ... Leesie Smith” — firm_official
- CRD — 2434370 (high)
- “"name": "JASON MATTHEW DWORAK", "crd": 2434370” — sec_finra_regulatory
- Years experience — 33 (medium)
- “Jason graduated from the University of Nebraska with a degree in business finance and joined the corporate banking program at Norwest Bank prior to starting his career as an investment advisor in 1993.” — firm_official
- “"exam": "Series 7", "name": "General Securities Representative Examination", "year": 1994” — sec_finra_regulatory
- Designations — CIMA (high)
- “He studied at the Wharton School of Business to achieve the designation of Certified Investment Management Analyst (CIMA®).” — firm_official
Book of business
- Team AUM ($M) — 1900 (high)
- “Team Assets (Custodied)": "$1.9B"” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum account size for new business": "$2M"” — forbes_shook
- Typical client net worth ($M) — 57.5 (high)
- “Typical Net Worth of Relationships": "$15-100M"” — forbes_shook
- Client niche — multigenerational families and business owners with complex wealth (high)
- “For over two decades, our team has delivered an invaluable combination of multigenerational insight, disciplined portfolio management and a long tradition of providing a personal, family-office experience where your best” — firm_official
- “From family business transition and liquidity management to sophisticated lending, trust and estate planning strategies, you can expect complete, planning-based solutions and consistent oversight.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “JASON MATTHEW DWORAK - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/dworakgroup/ (high)
- “The Dworak Group - Lincoln, NE | UBS” — firm_official
- Value proposition (verbatim) — Traditional values. Innovative solutions. At The Dworak Group, we are dedicated to helping successful clients, their families and their businesses grow preserve and pass on all they have achieved. For over two decades, our team has delivered an invaluable combination of multigenerational insight, disciplined portfolio management and a long tradition of providing a personal, family-office experience where your best interests come first. (high)
- “Traditional values. Innovative solutions.” — firm_official
- “At The Dworak Group, we are dedicated to helping successful clients, their families and their businesses grow preserve and pass on all they have achieved. For over two decades, our team has delivered an invaluable combin” — firm_official
- Differentiators — Multigenerational insight across two-plus decades with the same team, Personal, family-office experience rather than a transactional relationship, Access to UBS Private Wealth Management specialists across the firm and globally, Planning-based solutions with consistent oversight, not one-off products, Holistic, disciplined four-step process: discovery, evaluation, implementation and review (high)
- “For over two decades, our team has delivered an invaluable combination of multigenerational insight, disciplined portfolio management and a long tradition of providing a personal, family-office experience where your best” — firm_official
- “Working within the exclusive Private Wealth Management division of UBS, we not only offer our comprehensive understanding of complex wealth, we connect you to opportunities and specialists across the firm and around the ” — firm_official
- Content marketing — occasional (medium)
- “Global research and thought leadership” — firm_official
- “Planning for the sale of a closely held business” — firm_official
- Has podcast — no (medium)
- “Global research and thought leadership” — firm_official
- Books published — 0 (medium)
- “Jason specializes in advising high net worth clients on portfolio and risk management, investment strategy, and estate planning. Jason graduated from the University of Nebraska with a degree in business finance and joine” — firm_official
- Linkedin url — https://www.linkedin.com/in/jason-dworak/ (medium)
- “Jason Dworak, CIMA® - UBS Financial Services Inc. | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “<img src="mediahandler/media/linkedin_svg/linkedIn.svg"” — firm_official
- Press awards — Barron's Top 1,500 Financial Advisors, 2026, Barron's Top 1,200 Financial Advisors, 2014-2025, Barron's Top 1,000 Financial Advisors, 2010-2013, UBS Wealth Management Pinnacle Council, 2025, AdvisorHub: cleared record of unsuitable trading claims (UBS YES strategy) (high)
- “Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013 The Barron's rating is awarded annually in March and is based on information from the prior year Q3. Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016,” — firm_official
- “UBS Wealth Management Pinnacle Council, 2025 UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policie” — firm_official
Visual brand
- Has distinct logo — no (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/dworakgroup/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS corporate template: red three-keys mark on white, clean sans-serif, no team-specific mark. Differentiation comes from imagery — outdoor group portrait, indoor headshots, Forbes/Barron's award badges stacked prominently. (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- “<img src="mediahandler/media/713913/Team - Outdoor - High Resolution - 2025.jpg"” — firm_official
