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JH

Jeffery Hal Stroman

Investment Adviser Representative at OXFORD FINANCIAL GROUP, LTD

Carmel, INCRD #1107272Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Indiana
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/14/1983
Series 7
General Securities Representative Examination
Passed 6/21/1986
Series 2
Non-Member General Securities Examination
Passed 1/14/1983
Series 22
Direct Participation Programs Representative Examination
Passed 1/11/1983
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 11/11/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Oxford Financial Group, Ltd Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OXFORD FINANCIAL GROUP, LTDCurrent
2/1/1999Carmel, IN
CROWE WEALTH MANAGEMENT, LLC
5/27/20031/19/2011Carmel, IN
OLIVE OXFORD OFFICE LLC
11/1/200210/2/2006Carmel, IN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffery Hal Stroman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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