Jason BartaWealth Advisor
Address
3100 South Columbia Rd
Grand Forks, North Dakota 58201
US
Phone
(701) 795-4506
Email
About Jason Barta
Career Highlights and Industry Expertise
- Financial industry professional since 2017
- Joined the company in 2024
Education
- Bachelor’s degree in investment and securities from the University of North Dakota
Servicing Areas
Serving the Grand Forks and Devils Lake, North Dakota regions and banking centers
LinkedIn Page
https://www.linkedin.com/in/jason-barta/Outside the office, I enjoy spending time with my wife, Katie, and two children. I’m an avid outdoorsman and passionate youth sports coach.
I believe in a holistic approach that begins by understanding and clarifying your expectations and goals to provide tailored financial solutions. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
I believe in a holistic approach that begins by understanding and clarifying your expectations and goals to provide tailored financial solutions. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
