Uptick Partners Launches as the “Bridge Builder to Independence” and Welcomes Jonathan Dvorak as Latest Breakaway Advisor
12 July 2024 - 1:03AM
Business Wire
Uptick Partners, the “Bridge Builder to Independence,” today
announced the official launch of the firm’s RIA platform for
advisors seeking to break away from captive broker-dealers, with
the arrival of the firm’s first breakaway advisor.
Uptick was founded by industry veterans Steve Barber, Jason
Barber, and Taylor Pankratz, all formerly of Edward Jones, and has
spent the last year building out the firm’s innovative platform and
capabilities to serve advisors looking to provide a stronger
service offering and better outcomes for their clients than captive
firms can provide.
Joining the Uptick Partners family is Jonathan Dvorak, founder
of Dvorak Financial Planning in Cullman, Alabama. Jonathan, who has
managed $275 million in client assets during his 14-year tenure at
Edward Jones, has launched his independent practice to provide
tailored financial services. His website is www.dvorakfp.com, and
he can be reached at 256-939-1000. Jonathan's decision to embrace
RIA independence is a testament to Uptick Partners' robust support
system designed to empower advisors seeking greater autonomy and
flexibility in serving their clients.
“We are excited to welcome Jonathan Dvorak to Uptick Partners,”
said Jason Barber, Co-Founder of Uptick Partners. “Jonathan's
expertise and dedication to his clients align perfectly with our
mission of enabling advisors to deliver the highest standard of
personalized financial planning and investment management.”
Uptick Partners was conceived out of the realization that the
greatest challenge in going independent is managing the details of
where you’ve been, not where you’re going. After Barber, Barber and
Pankratz successfully managed their own exit from Edward Jones and
dealt with the myriad of nuanced issues that most RIA support
platforms aren’t equipped to handle, they established Uptick in
2024 to extend their knowledge, resources, and support to other
advisors aspiring for independence.
Dvorak is now the fourth advisor with Uptick Partners to break
away from Edward Jones. The firm has a proven track record of
building and executing successful transition plans, with advisors
on average transitioning 90% of assets in their first year.
Breakaway advisors joining Uptick appreciate the firm’s 95% gross
payout, modern technology platform, and a culture of growth,
excellence and service.
“Launching Uptick Partners was a natural progression for us. We
experienced firsthand the transformative impact of transitioning to
independence,” said Taylor Pankratz, Co-Founder of Uptick Partners.
“We turned that experience into our innovative ‘Bridge Builder Path
to Independence’ framework, and helped Jonathan become the fourth
advisor to successfully leverage it. And now, we’re eager to help
others take that blueprint and create better outcomes for their
clients, too.”
Uptick Partners pioneered the “Bridge Builder to Independence”
framework that recognizes the unique challenges and nuances of
making the RIA transition for tens of thousands of advisors in
captive broker-dealers. Founded by industry experts Steve Barber,
Jason Barber, and Taylor Pankratz, the firm’s north star is
enabling the best advisors to deliver a wider range of services and
better outcomes for their clients. For more information, visit
uptickpartners.com or contact Jason Barber at 855-335-2742 or
jason@uptickpartners.com.
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Uptick Partners Jason Barber Partner 855-335-2742
jason@uptickpartners.com