Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarret? Claim Your ProfileJarret D. Blum is an investment advisor representative with Oxford Financial Group, Ltd., a registered investment advisor. Jarret has over 22 years of experience in the financial industry. Jarret is a Series 7, Series 10, Series 9, Series 31 and Series 66 licensed advisor. Prior to joining Oxford Financial Group, Ltd., Jarret was an advisor with J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Morgan Stanley and Citigroup Global Markets Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IN
05/01/2024 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
IL
08/17/2021 - 03/30/2024
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
11/15/2016 - 07/21/2021
CHARLES SCHWAB & CO., INC. (Chicago IL)
UT
06/01/2009 - 10/28/2016
MORGAN STANLEY (SOUTH JORDAN UT)
VA
09/02/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
NY
07/24/2001 - 09/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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