Role at Oxford Financial Group
- Title on Schedule A
- Corporate Director
- Control
- Jared Nishida is a control person of Oxford Financial Group.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jared Nishida has held the filed role since November 2025.
The firm
Form ADV filed 9 July 2026
Career on record
Jared Nishida has been registered through Oxford Financial Group since April 2010, and before that through American Express Financial Advisors, Inc..
- Passed Series 3 · 2026
- Oxford Financial Group, LtdCurrent– present · 17 yearsMinneapolis, MN · Adviser representative · Firm CRD 105303
- Ksm Capital Advisors, LLC– · 4 yearsIndianapolis, IN · Adviser representative · Firm CRD 124439
- American Express Financial Advisors, Inc.– · 3 yearsIndianapolis, IN · Adviser representative · Firm CRD 6363
- Passed Series 7 and Series 66 · 2002
Registrations and exams
Jared Nishida has a current investment-adviser registration in Minnesota and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Minnesota | Investment adviser representative | Approved | 13 September 2016 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 July 2002 |
| Series 3 | National Commodity Futures Examination | 20 August 2026 |
| Series 7 | General Securities Representative Examination | 18 June 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Jared Andrew Nishida
- CRD
- 4537038
- Registration status
- Investment adviser registration
- Office
- 225 South Sixth Street, Suite 2600, Minneapolis, MN 55402
- Firm bio
- ofgltd.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Oxford identifies Jared Nishida as a managing director and member of the Oxford Investment Fellows. Before Oxford, he was an investment analyst at KSM Capital Advisors. Official firm biography
Education
- He earned a bachelor’s degree in business administration from Taylor University.Official firm biography
Common questions
Where does Jared Nishida work?
Jared Nishida has been Corporate Director of Oxford Financial Group, LTD. LLC since November 2025, and is a control person of the firm.
Is Jared Nishida a financial advisor?
Yes. Jared Nishida has a current investment-adviser registration in Minnesota, through Oxford Financial Group since April 2010, as of 17 October 2026.
How many years of experience does Jared Nishida have?
Jared Nishida has worked in the financial industry for 22 years as of 17 October 2026, counted from 28 October 2003, across 3 adviser firms.
What exams has Jared Nishida passed?
Jared Nishida has passed 3 licensing exams: the Series 7, Series 66 and Series 3. The earliest, the Series 7, was passed in June 2002.
Where did Jared Nishida work before Oxford Financial Group?
Before Oxford Financial Group, Jared Nishida was registered through American Express Financial Advisors, Inc., July 2002 to March 2005.
Where is Jared Nishida based?
Jared Nishida’s registered office is in Minneapolis, MN.
Leadership at Oxford Financial Group
- Jeffrey ThomassonChief Executive Officer, Chairman of the Board
- Brian CopseyChief Financial Officer
- Melia KrummChief Compliance Officer
- Kristina BaronCo-Managing Partner, Corporate Director
- Jarret BlumChief Development Officer
- Charles CarterCorporate Director
- Charles DavisCorporate Director
- Russell DeliberoChief Wealth Planning Officer
- Daniel FordCorporate Director
- Sue McMillenChief Talent Officer
- Alexandra NeffChief Marketing Officer
- Robert RamseyChief Investment Officer, Co- Managing Partner, Corporate Director