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Inactive

Jameson K Stady

Oxford Financial Group, Ltd

Carmel, IN

Atlanta, GA

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Current Employers
Oxford Financial Group, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-24
  • GA RA
    APPROVED
    Since 2024-06-24

Branch Locations

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

One Buckhead Plaza, 3060 Peachtree Road Nw Suite 470, Atlanta, GA 30305 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Knoxville TN 04/2016 10/2020
Charles Schwab Bank Knoxville TN 02/2018 10/2020
Etrade Securities Alpharetta GA 11/2020 03/2021
Facet Wealth Baltimore MD 03/2021 10/2023
Facet Wealth Baltimore MD 07/2021 10/2023
Oxford Financial Group, Ltd Atlanta GA 05/2024 Present
Unemployed Dacula GA 10/2023 05/2024
  • 04/2016 → 10/2020
    Charles Schwab & Co., Inc.
    Knoxville, TN
  • 02/2018 → 10/2020
    Charles Schwab Bank
    Knoxville, TN
  • 11/2020 → 03/2021
    Etrade Securities
    Alpharetta, GA
  • 03/2021 → 10/2023
    Facet Wealth
    Baltimore, MD
  • 07/2021 → 10/2023
    Facet Wealth
    Baltimore, MD
  • 05/2024 → Present
    Oxford Financial Group, Ltd
    Atlanta, GA
  • 10/2023 → 05/2024
    Unemployed
    Dacula, GA
Previous Registrations
  • 2021-07-01 → 2023-10-03
    Facet
    Buford, GA
    West Palm Beach, FL
  • 2020-11-09 → 2021-03-25
    Harrisdirect Llc
    Arlington, VA
    Alpharetta, GA
  • 2017-10-13 → 2020-11-06
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Knoxville, TN
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-13
S63 Uniform Securities Agent State Law Examination 2016-09-23
  • S66 Uniform Combined State Law Examination
    2017-10-13
  • S63 Uniform Securities Agent State Law Examination
    2016-09-23
Designations
Other Names
  • Jameson Kameron Stady

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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