|“Timely, accurate client service is at the core of our business, and that is my goal every day.”|
About jacob r. watson, CFP®
Jacob Watson joined Oxford Financial Group, Ltd. in 2005 and serves as a Senior Client Relationship Manager. In his role, Jacob is responsible for handling clients’ day-to-day cash needs, implementing changes to their asset allocations to meet their investment-related goals, and assisting in developing financial planning concepts.
Prior to joining Oxford, Jacob was a registered representative for the brokerage firm of Capital Select Investment Corp.
Jacob received his Bachelor’s degree in Finance from Ball State University in 2004. Jacob is a Certified Financial Planner (CFP®).