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Jameson K Stady

Oxford Financial Group, Ltd.

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About Jameson K Stady

Jameson K. Stady is a financial advisor with Oxford Financial Group, Ltd.. Jameson has a strong background in the financial industry, having worked for several firms before joining Oxford. Jameson is a Certified Financial Planner, and has Series 7, Series 63, and Series 66 licenses. Jameson specializes in providing financial planning, pension consulting, and selection of other advisors. Jameson also provides portfolio management services for individuals, businesses and pooled investment vehicles.

Firm Information

Jameson Stady 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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Jameson Stady’s Registration & Firm History

IN

06/24/2024 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

GA

11/06/2020 - 03/25/2021

E*TRADE SECURITIES LLC (ALPHARETTA GA)

TN

08/16/2016 - 11/06/2020

CHARLES SCHWAB & CO., INC. (Knoxville TN)

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Licenses & Designations

BOTH

Issued 10/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jameson K Stady.
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