Jason T. Andryzak

UNIQUE WEALTH STRATEGIES

Burr Ridge, IL 60527

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CRD#: 5397950

Professional summary

Jason Thaddeus Andryzak, CFP® is a registered financial advisor currently at UNIQUE WEALTH STRATEGIES located in Burr Ridge, Illinois.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jason has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 05/16/2016 - UNIQUE WEALTH STRATEGIES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ BURR RIDGE, IL 2. 05/25/2016 * Private Advisor Group, LLC * Registered Investment Advisor * (Hybrid) Private Advisor Group * inv rel * 65 Madison Av, #300, Morristown, NJ 07960 * start 05/06/2016 * time spent 100% 3. 05/25/2016 * Private Advisor Group * Registered Investment Advisor DBA * (hybrid) Unique Wealth Strategies * inv rel * 9253 Falling Water Dr. E. Burr Ridge, IL 60527 * start 05/06/2016 * time spent 100%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Thaddeus Andryzak's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

January 17, 2023 - Present

UNIQUE WEALTH STRATEGIES

Office #1: 570 Village Center Drive, Ste 203, Burr Ridge, IL 60527

RIA

CRD#: 323994

Burr Ridge, IL

Past

December 19, 2022 - December 20, 2022

UNIQUE WEALTH STRATEGIES

RIA

CRD#: 323994

BURR RIDGE, IL

Past

May 18, 2016 - March 29, 2023

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Burr Ridge, IL

Past

May 16, 2016 - May 11, 2023

LPL FINANCIAL LLC

CRD#: 6413

BURR RIDGE, IL

Past

June 24, 2008 - May 18, 2016

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

DOWNERS GROVE, IL

Past

June 6, 2008 - May 18, 2016

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

DOWNERS GROVE, IL

Past

November 5, 2007 - March 12, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LOMBARD, IL

Past

October 22, 2007 - March 12, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LOMBARD, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

UNIQUE WEALTH STRATEGIES

UNIQUE MULTI FAMILY OFFICE, LLC | UNIQUE WEALTH STRATEGIES

CRD#: 323994 / SEC#: 801-127067

RIA

Registered Investment Advisory firm - (12/16/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/2/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/2007

General Securities Representative Examination

Current Firm

UNIQUE WEALTH STRATEGIES

UNIQUE MULTI FAMILY OFFICE, LLC | UNIQUE WEALTH STRATEGIES

CRD#: 323994 / SEC#: 801-127067

RIA

Registered Investment Advisory firm - (12/16/2022 Approved)

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Contact information

Main Address

570 Village Center Drive, Ste 203, Burr Ridge, IL 60527

Mailing Address

Phone number

(630) 318-0565

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UWS PART 2A BROCHURE (8/24/2025)

UWS WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	805
AUM (Assets Under Management)	$ 312,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason T. Andryzak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Thaddeus Andryzak's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNIQUE WEALTH STRATEGIES

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

UNIQUE WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/2/2007

SIE

Date: 10/1/2018

Series 7

Date: 10/19/2007

Current Firm

UNIQUE WEALTH STRATEGIES

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNIQUE WEALTH STRATEGIES

TRUST BUT VERIFY

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