Jeffrey Hugh Thomasson

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

• 01/1984 → Present
  Oxford Financial Group, Ltd
  Carmel, IN

Previous Registrations

• 2002-08-24 → 2006-10-02
  Olive Oxford Office Llc
  Carmel, IN

Other Businesses

02/2024 TO PRESENT - CHAIRMAN OF THE BOARD OF MANAGERS, BASELINE FITNESS HOLDINGS LLC, FITNESS, NON INVSTMNT, REC COMP; 02/2022 TO PRESENT - BOARD MEMBER, TILE REDI MAYFAIR LLC, SHOWER INSTALLATION, NON INVSTMNT, REC COMP; 04/2018 TO PRESENT - BOARD MEMBER, IDW MAYFAIR INC., REFRIGERATION, NON INVSTMNT, REC COMP; 02/2012 TO PRESENT - MANAGER, PATHFINDER INVESTMENTS LLC, OPERATIONAL, NON INVSTMNT, NO COMP; BOARD MEMBER OF THE FOLLOWING FOUNDATIONS, NO COMP: 11/2023 - COOK FAMILY FOUNDATION, DIRECTOR; 06/2023 - VALIANT FOUNDATION, TREASURER / SECRETARY, REVIEW QUARTERLY GRANTS; THOMASSON FOUNDATION, PRESIDENT / DIRECTOR; BRYSON FOUNDATION, DIRECTOR; SMITH FAMILY FOUNDATION, DIRECTOR / SECRETARY / TREASURER; BURRIS FOUNDATION, SECRETARY;

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-08-11

Designations

• Certified Financial Planner

Other Names

• Jeff Thomasson