Jameson
Stady
Oxford Financial Group, LTD
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About this Advisor
Jameson Stady is a financial advisor based in Carmel, Indiana, working with Oxford Financial Group, LTD. Jameson has previously held positions at Charles Schwab & Co., Inc, Target Inc, Dmc Atlanta, Inc, Atlanta Braves, Charles Schwab Bank, Etrade Securities, Facet Wealth, and Oxford Financial Group, LTD. Jameson has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Jameson is part of Oxford Financial Group, LTD, which operates out of Carmel, Indiana. The firm has 6 offices and 150 employees. The firm manages assets totaling $18.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Oxford Financial Group, LTD includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oxford Financial Group, LTD Brokerage Details
$18,201,054,484
150
6,270
$2,902,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jameson Stady Work History
Oxford Financial Group, LTD
Facet Wealth
Facet Wealth
Etrade Securities
Charles Schwab Bank
Charles Schwab & Co., Inc
Atlanta Braves
Target Inc
Dmc Atlanta, Inc
Disclosures
Please visit the SEC profile of Jameson Stady to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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