Jared’s Approach
Jared R. Oates
CFP®
Financial Advisor
Overview
Jared is a financial advisor is Savant’s Naperville, IL office. He is passionate about helping people pursue their ideal futures.
As a CERTIFIED FINANCIAL PLANNER® professional, Jared is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jared has been involved in the financial services industry since 2022. Prior to joining Savant, he completed an internship with an advisory firm in Chicago.
Jared earned a bachelor of science degree with highest honors in finance with a minor in marketing from Trinity Christian College, where he was a captain of the basketball team.
Jared enjoys playing in pick-up basketball leagues in the Chicagoland area, playing golf, weightlifting, hiking, and being outdoors.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Trinity Christian College
Bachelor of Science with highest honors in Finance, minor in Marketing
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Don’t Wait for a Crisis to Get Moving
Don’t wait for a crisis to prioritize what's most important to you. A simple exercise can help you…
Michelle Smith Named to the Forbes 2026 50 Over 50 List
Savant Wealth Management managing partner Michelle Smith has been named to the Forbes 2026 50 Over 50 list.
You’ve Inherited Wealth: Now What? Video from Savant Wealth Management.
Watch the video "You've Inherited Wealth: Now What?" to learn expert strategies on wealth management. Get practical tips…
Savant Wealth Management Named to Inc. 5000 for Fourth Consecutive Year
Savant Wealth Management has been named to the 2026 Inc. 5000 for the fourth straight year, rising to…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.