Skip to content
For advisors

Jordan Daniel Knapke

Investment adviser representative at Oxford Wealth Group, LLC
12 yearsYears since first job or exam
1 stateRegistered in
$327.9M
4 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(407) 495-2004oxfordadvisorygroup.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Oxford Wealth Group, LLCFeb 2026 to now
  2. Foundations Investment Advisors, LLCSep 2025 to Feb 2026
  3. The Chamberlin Group (D.B.A. for Advisory Business)Feb 2025 to Feb 2026
  4. C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsFeb 2025 to Oct 2025
  5. The Chamberlin GroupJan 2025 to Feb 2025
  6. UnemployedOct 2024 to Jan 2025
  7. Distribution ManagementMay 2024 to Sep 2024
  8. Firebirds Wood Fired GrillJan 2024 to May 2024
  9. StudentOct 2023 to Jan 2024
  10. Rio Grande Mexican GrillJan 2023 to Sep 2023
  11. University of Northern ColoradoJan 2021 to Jan 2023
  12. Dick's Sporting GoodsMay 2019 to Dec 2020
  13. Dick's Sporting GoodsSep 2017 to Jun 2018
  14. University of Sioux FallsJul 2016 to May 2019
  15. Grandview High SchoolSep 2014 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

Oxford Wealth Group, LLC

$327.9M
915Clients
7Advisers
4 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

8048777
319561
Advisor's SEC record
CallContact this advisor