Invested Better
Unclaimed

Unclaimed

Unclaimed

Jarret D. Blum

Oxford Financial Group, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jarret? Claim Your Profile

About Jarret D. Blum

Jarret 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.

Firm Information

Jarret Blum 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jarret Blum’s Registration & Firm History

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)

Not sure if Jarret D. Blum is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jarret D. Blum.
Not sure if Jarret D. Blum is right for you?