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Carl Steven Jackson

Oxford Financial Group, Ltd.

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About Carl Steven Jackson

Carl Steven Jackson is a Director at Oxford Financial Group, Ltd. Carl is a Chartered Financial Analyst and is registered as an Investment Advisor Representative in Indiana. Carl has been in the financial industry since 2015 and has experience in both the public and private sectors. Carl specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and institutions. Carl has a passion for helping clients achieve their financial goals and is committed to providing them with the highest level of service.

Firm Information

Carl Jackson is currently registered with Oxford Financial Group, Ltd.. Oxford Financial Group, Ltd. is an investment advisory firm based in Carmel, Indiana with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, investment companies, and other clients. They manage over $18 billion in assets.
Oxford Financial Group, Ltd.

11711 NORTH MERIDIAN STREET

CARMEL, IN 46032

$18.20B

Assets Under Management

Not reported

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Jackson’s Registration & Firm History

IN

08/23/2021 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl Steven Jackson.
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