James Russell Wright

Employer firm

Oxford Financial Group, Ltd CRD 105303

$23.3B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Oxford Financial Group, Ltd

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2015-01-14

IN RA
APPROVED

Since 2015-01-14

Branch Locations

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Oxford Financial Group, Ltd.	Carmel	IN	11/2014	Present

11/2014 → Present

Oxford Financial Group, Ltd.

Carmel, IN

Previous Registrations

2012-01-13 → 2014-09-11

Hufford Advisors, Llc

Indianapolis, IN
2010-08-17 → 2011-12-20

Waddell & Reed

Charleroi, PA

Other Businesses

KJ Realty, LLC, not investment related, home rental, Owner, 03/2007, 15 hours/month, 4 hours/trading hours. JRW Realty, LLC, not investment related, home rental, Owner, 5/2021, 2 hours/month. 1 hour/trading hours. Silver Creek Shop, not investment-related, address: 16101 Creeks Bend Ct Westfield, IN 46074, owner, 02/2023, 2 hours/month, 0 hours/trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-08-16
S63	Uniform Securities Agent State Law Examination	2002-05-20

S66 Uniform Combined State Law Examination

2010-08-16
S63 Uniform Securities Agent State Law Examination

2002-05-20

Designations

Certified Financial Planner

Other Names

James R Wright

View on SEC IAPD