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Jared Andrew Nishida

Oxford Financial Group, Ltd.

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About Jared Andrew Nishida

Jared Andrew Nishida is a registered investment advisor representative with Oxford Financial Group, Ltd. based in Carmel, IN. Jared has been in the financial services industry since 2002. Jared is a Chartered Financial Analyst and holds Series 7 and Series 66 securities licenses. Jared's previous experience includes roles at American Express Financial Advisors Inc. and IDS Life Insurance Company in Minneapolis, MN, and Quest Capital Strategies, Inc. in Laguna Hills, CA.

Firm Information

Jared Nishida 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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Jared Nishida’s Registration & Firm History

IN

09/13/2016 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

MN

06/25/2002 - 03/29/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/25/2002 - 03/29/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

CA

06/19/2002 - 06/24/2002

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

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Licenses & Designations

BOTH

Issued 07/09/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Andrew Nishida.
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