Jared R. Oates

Jared Oates, a financial advisor at Savant’s Oakbrook Terrace, Illinois, office, helps individuals and families navigate financial planning strategies designed to support their long-term goals and ideal futures.

As a CERTIFIED FINANCIAL PLANNER® professional, Jared provides guidance across a wide range of financial planning areas, including retirement planning, retirement income optimization, cash flow projections, proactive income and estate tax planning, wealth transfer strategies, philanthropy, insurance needs analysis, debt management, and education funding.

Before joining Savant, Jared completed an internship with an advisory firm in Chicago, where he gained experience supporting financial planning and client service initiatives. Jared’s client-centered approach focuses on simplifying complex financial matters and helping clients make informed decisions with clarity.

Jared earned a bachelor’s degree with highest honors in finance and a minor in marketing from Trinity Christian College in Palos Heights, Illinois. During his time at Trinity Christian, he served as captain of the basketball team, demonstrating leadership both on and off the court.

Jared is a member of the Lockport Chamber of Commerce and volunteers at Hickory Creek Church. He enjoys participating in pickup basketball leagues throughout the Chicagoland area, golfing, weightlifting, hiking, and spending time outdoors.