Jared Andrew Nishida

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → Present
  Oxford Financial Group, Ltd.
  Carmel, IN

Previous Registrations

• 2006-07-19 → 2010-04-30
  Ksm Capital Advisors, Llc
  Indianapolis, IN
• 2002-07-10 → 2005-03-29
  Ameriprise Financial Services, Llc
  Indianapolis, IN

Other Businesses

Mr. Nishida is engaged in the following investment related business: Serves as a member on Baseline Fitness Holdings, LLC's Board of Managers and receives customary compensation.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-09

Designations

• Chartered Financial Analyst