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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Jason Armbrust is a Client Relationship Manager at Oxford Financial Group, Ltd. In this role, Jason works closely with clients to ensure their financial planning and investment-related activities are implemented flawlessly.
My passion is to ensure that each client’s goals, needs and priorities are met in a timely and accurate manner.
Before joining Oxford, Jason served at Transamerica Financial Advisors, Inc., assisting in the financial planning process for the firm’s lead advisors. His responsibilities included preparing financial plans, investment case design and strategy development, insurance case design and strategy development and estate plan review and analysis.
Jason earned a Bachelor of Science degree in Finance with a concentration in Insurance from Ball State University. He earned his Certified Financial PlannerTM designation in 2015, and has held Series 7 and 66 licenses.
Jason is active in the community and his church. He previously started and led The Rainmakers Christian Professionals networking group to encourage and inspire local business professionals.
Jason, his wife Alexandria and their daughter live in Indianapolis. He enjoys playing golf, running, spending time with friends and family, getting involved in the local community and cheering on the Pacers and Colts.