Carl Steven Jackson

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

• 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

• Chartered Financial Analyst

Other Names

• Carl Jackson