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Jeffrey Thomasson

Chief Executive Officer, Chairman of the Board at Oxford Financial Group

Investment adviser registrationCarmel, INSEC record checked 17 October 2026

27
Years in the industry
27
Years at the firm
2
Adviser firms
6
State registrations

IAPD record retrieved 17 October 2026SEC record

Jeffrey Thomasson is Chief Executive Officer, Chairman of the Board of Oxford Financial Group, LTD. LLC, a Carmel investment adviser managing $23.3B. Jeffrey Thomasson has been registered through Oxford Financial Group since 5 April 1999, has 27 years in the industry across 2 firms and has passed the Series 6, Series 63 and Series 22.

Role at Oxford Financial Group

Title on Schedule A
Chief Executive Officer, Chairman of the Board
Control
Jeffrey Thomasson is a control person of Oxford Financial Group.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jeffrey Thomasson has held the filed role since January 1984.

The firm

Oxford Financial Group, LTD. LLC
Carmel, IN

Form ADV filed 9 July 2026

$23.3B AUM697 clients36 advisers7 offices

Career on record

Jeffrey Thomasson has been registered through Oxford Financial Group since April 1999.

Firms and exams, newest first
  1. Olive Oxford Office LLC
    – · 4 years
    Carmel, IN · Adviser representative · Firm CRD 108018
  2. Oxford Financial Group, LtdCurrent
    – present · 28 years
    Carmel, IN · Adviser representative · Firm CRD 105303
  3. Passed Series 22 · 1983
  4. Passed Series 6 and Series 63 · 1982

Registrations and exams

Jeffrey Thomasson has a current investment-adviser registration in Florida, Illinois, Indiana, Michigan, Ohio and Texas and has passed 3 qualifying exams.

Florida2 May 2024
Scope
Investment adviser representative
Status
Approved
Illinois17 April 2024
Scope
Investment adviser representative
Status
Approved
Indiana8 February 2000
Scope
Investment adviser representative
Status
Approved
Michigan17 April 2024
Scope
Investment adviser representative
Status
Approved
Ohio17 April 2024
Scope
Investment adviser representative
Status
Approved
Texas5 April 1999
Scope
Investment adviser representative
Status
Approved, resident

Examinations

Series 6311 August 1982
Name
Uniform Securities Agent State Law Examination
Series 2217 February 1983
Name
Direct Participation Programs Representative Examination
Series 611 June 1982
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Jeffrey Hugh Thomasson
CRD
1041291
Firm
Oxford Financial Group, LTD. LLC
Registration status
Investment adviser registration
Office
11711 NORTH MERIDIAN STREET, SUITE 600, Carmel, IN 46032
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 Jeffrey H. Thomasson as its CEO and managing director and says he founded the firm. Official firm biography

Education

Common questions

Where does Jeffrey Thomasson work?

Jeffrey Thomasson has been Chief Executive Officer, Chairman of the Board of Oxford Financial Group, LTD. LLC since January 1984, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 July 2026

Is Jeffrey Thomasson a financial advisor?

Yes. Jeffrey Thomasson has a current investment-adviser registration in Florida, Illinois, Indiana, Michigan, Ohio and Texas, through Oxford Financial Group since April 1999, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jeffrey Thomasson have?

Jeffrey Thomasson has worked in the financial industry for 27 years as of 17 October 2026, counted from 4 April 1999, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Jeffrey Thomasson passed?

Jeffrey Thomasson has passed 3 licensing exams: the Series 6, Series 63 and Series 22. The earliest, the Series 6, was passed in June 1982.

Source: IAPD individual record, checked 17 October 2026

Where is Jeffrey Thomasson based?

Jeffrey Thomasson’s registered office is in Carmel, IN.

Source: IAPD individual record, checked 17 October 2026

Leadership at Oxford Financial Group

  • Brian Copsey
    Chief Financial Officer
  • Melia Krumm
    Chief Compliance Officer
  • Kristina Baron
    Co-Managing Partner, Corporate Director
  • Jarret Blum
    Chief Development Officer
  • Charles Carter
    Corporate Director
  • Charles Davis
    Corporate Director
  • Russell Delibero
    Chief Wealth Planning Officer
  • Daniel Ford
    Corporate Director
  • Sue McMillen
    Chief Talent Officer
  • Alexandra Neff
    Chief Marketing Officer
  • Jared Nishida
    Corporate Director
  • Robert Ramsey
    Chief Investment Officer, Co- Managing Partner, Corporate Director

Sources

  1. IAPD individual record, CRD 1041291. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Oxford Financial Group, LTD. LLC, filed 9 July 2026. Title, control and ownership bands.
  3. Oxford Financial Group team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffrey Thomasson or Oxford Financial Group, LTD. LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.