JA
CFP
JA
CFP

Jacquelyn Adoba

3 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
January 2022 - Present · 4 yrs 1 mo
State Registrations6 states
FLILINMIOHTX
Advisor
Exams
No exam information available for this advisor.
Jacquelyn Adoba - Financial Advisor | TrueAdvisor