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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Jacob Watson joined Oxford Financial Group, Ltd. in 2005 and serves as a Client Relationship Strategist. 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.
Timely, accurate client service is at the core of our business, and that is my goal every day.
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®) and previously held the Series 7, Series 63 and Indiana insurance licenses.