CJ
CFA
CJ
CFA

Carl Steven Jackson

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
679 clients
Average Client Portfolio
$28.9M average
Assets Under Management
$19.7B

Fee Structure

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Location

11711 North Meridian Street, Suite 600, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carl serves on Limited Partner Advisory Committees for certain underlying investment funds as part of his role as a Director. He receives no compensation for this role.

Employment History
Current Registrations
Oxford Financial Group, LTD
August 2021 - Present · 4 yrs 6 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.