JH
Jeffrey Hugh Thomasson
CRD 1041291
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Oxford Financial Group, Ltd. Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (3)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Jerry L Burris And Barbara J Burris Foundation Inc | Officer/Director | — | 12/31/2024 |
| Smith Family Foundation Inc | Officer/Director | — | 03/31/2025 |
| Cook Family Foundation Inc | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Oxford Financial Group, Ltd. Llc
Chief Executive Officer, Chairman Of The Board · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗