![Jared Nishida, financial advisor Carmel IN](/img/ws/profile-blank-sq.png)
Jared Nishida (CRD# 4537038) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 21 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
![Scott A'hearn, financial advisor Carmel IN](/img/ws/profile-blank-sq.png)
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Oxford Financial Group, Ltd. | Carmel, IN | Apr 2010 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- CA
- MN
- TX
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Total Assets Under Management18,201MILLIONS
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Total Number of Accounts6,270ACCOUNTS
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Average Account Value$2,902,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, DC, DE, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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