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RIA / WealthAdvisorCertified Financial Planner44 years in industry

JEFFREY HUGH THOMASSON

Advisor at OXFORD FINANCIAL GROUP, LTD

CARMEL, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:21abd983-e4aa-9c14-c139-e35b9e8362a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Aug 24, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jeffrey Hugh Thomasson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OXFORD FINANCIAL GROUP, LTD
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 27derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 11, 1982
First registration: Aug 24, 2002
Dual registered: no
Other names: JEFF THOMASSON
IAPD individual key: 1041291

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OXFORD FINANCIAL GROUP, LTD	Independent wealth	Apr 5, 1999	n/a	yes	CARMEL, IN	Current employment
OLIVE OXFORD OFFICE LLC	n/a	Aug 24, 2002	Oct 2, 2006	no	CARMEL, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OLIVE OXFORD OFFICE LLC	n/a	Oct 2, 2006	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ OXFORD FINANCIAL GROUP, LTDRegistered adviserregistration: current employment
Apr 5, 1999 to presentfactForm ADV
→ OLIVE OXFORD OFFICE LLCRegistered adviserregistration: previous registration
Aug 24, 2002 to Oct 2, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:21abd983-e4aa-9c14-c139-e35b9e8362a7
First observed: Aug 24, 2002
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFFREY HUGH THOMASSON

Advisor at OXFORD FINANCIAL GROUP, LTD

CARMEL, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:21abd983-e4aa-9c14-c139-e35b9e8362a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:01 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

OXFORD FINANCIAL GROUP, LTD

Independent wealth

Apr 5, 1999

n/a

yes

CARMEL, IN

Current employment

OLIVE OXFORD OFFICE LLC

n/a

Aug 24, 2002

Oct 2, 2006

CARMEL, IN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

OLIVE OXFORD OFFICE LLC

n/a

Oct 2, 2006

n/a

Departure no registered destination

Departure