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Carl Steven Jackson

Oxford Financial Group, Ltd

Carmel, IN

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Current Employers
Oxford Financial Group, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-08-23
  • IN RA
    APPROVED
    Since 2021-08-23

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
OrganizationCityStateFromTo
Oxford Financial Group, Ltd Indianapolis IN 02/2021 Present
Training The Street New York NY 04/2020 02/2021
Indiana Public Retirement System Indianapolis IN 08/2017 03/2020
Indiana University Bloomington IN 08/2016 08/2017
  • 02/2021 → Present
    Oxford Financial Group, Ltd
    Indianapolis, IN
  • 04/2020 → 02/2021
    Training The Street
    New York, NY
  • 08/2017 → 03/2020
    Indiana Public Retirement System
    Indianapolis, IN
  • 08/2016 → 08/2017
    Indiana University
    Bloomington, IN
Other Businesses

As part of my role as a Director, I serve on Limited Partner Advisory Committees for certain underlying investment funds where an Oxford private fund is a limited partner and receive no compensation for this role.

Designations
Other Names
  • Carl Jackson

View on SEC IAPD

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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

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