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Jacquelyn Marie Nolan

Oxford Financial Group, Ltd

Carmel, IN

CRD 7495795

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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

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-09
FL RA APPROVED 2024-03-26
IL RA APPROVED 2024-03-22
MI RA APPROVED 2024-03-22
TX RA APPROVED 2024-03-22
IN RA APPROVED 2022-01-21
  • OH RA
    APPROVED
    Since 2024-05-09
  • FL RA
    APPROVED
    Since 2024-03-26
  • IL RA
    APPROVED
    Since 2024-03-22
  • MI RA
    APPROVED
    Since 2024-03-22
  • TX RA
    APPROVED
    Since 2024-03-22
  • IN RA
    APPROVED
    Since 2022-01-21

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
Pnc Financial Services Pittsburgh PA 08/2016 05/2017
Pnc Financial Services Indianapolis IN 05/2017 01/2021
Oxford Financial Group, Ltd. Carmel IN 02/2021 Present
  • 08/2016 → 05/2017
    Pnc Financial Services
    Pittsburgh, PA
  • 05/2017 → 01/2021
    Pnc Financial Services
    Indianapolis, IN
  • 02/2021 → Present
    Oxford Financial Group, Ltd.
    Carmel, IN
Designations
  • Certified Financial Planner
Other Names
  • Jacque Marie Nolan
  • Jacque Marie Adoba
  • Jacquelyn Marie Adoba
  • Jacquelyn Adoba

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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