JS
CFP
JS
CFP

Jameson K Stady

8 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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Employment History
Current Registrations
Oxford Financial Group, LTD
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Facet
July 2021 - October 2023 · 2 yrs 3 mos
E*trade Capital Management, LLC
November 2020 - March 2021 · 4 mos
E*trade Securities LLCBroker
November 2020 - March 2021 · 4 mos
Charles Schwab & CO., INC.
October 2017 - November 2020 · 3 yrs 1 mo
Charles Schwab & CO., INC.Broker
August 2016 - November 2020 · 4 yrs 3 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Jameson K Stady - Financial Advisor | TrueAdvisor