Jeffrey Thomasson (CRD# 1041291) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 41 years of experience in the finance industry. Jeffrey Thomasson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oxford Financial Group, Ltd | Carmel, IN | Jan 1984 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1982 |
- IN
- TX
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Total Assets Under Management18,201MILLIONS
-
Total Number of Accounts6,270ACCOUNTS
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Average Account Value$2,902,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, DC, DE, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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