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Jeffrey Hugh Thomasson

Oxford Financial Group, Ltd.

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About Jeffrey Hugh Thomasson

Jeffrey Thomasson is a financial advisor with over 40 years of experience in the industry. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered as an Investment Advisor Representative with Oxford Financial Group, Ltd. in Carmel, Indiana. Jeffrey has experience providing financial and investment advice to a wide range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, pooled investment vehicles, and insurance companies. Jeffrey has a proven track record of helping clients achieve their financial goals.

Firm Information

Jeffrey Thomasson 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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Jeffrey Thomasson’s Registration & Firm History

IN

04/05/1999 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

NA

02/19/1988 - 05/30/1989

MANEQUITY, INC.

NA

10/12/1982 - 12/31/1987

MANEQUITY, INC.

NA

06/21/1982 - 10/01/1982

AMERICAN GENERAL CAPITAL PLANNING, INC.

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Licenses & Designations

BC

Issued 08/11/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/11/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Hugh Thomasson.
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