Carl Steven Jackson
Investment adviser representative at Oxford Financial Group, Ltd
10 yearsExperience
1 stateRegistered in
CFADesignation
$23.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Oxford Financial Group, LtdFeb 2021 to now
- Training the StreetApr 2020 to Feb 2021
- Indiana Public Retirement SystemAug 2017 to Mar 2020
- Indiana UniversityAug 2016 to Aug 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
Oxford Financial Group, Ltd
Legal name: Oxford Financial Group, Ltd. LLC
$23.3BAssets managed
697Clients
50Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5675065
- Firm CRD
- 105303