Jeffrey Thomasson Net Worth

February 12, 2023
1 min read

Born Jeffrey H. Thomasson in 1959 in Carmel, Indiana USA, he is a businessman and entrepreneur, best known to the world as the founder, CEO and Managing Director of the Oxford Financial Group, Ltd., which he started in 1981.

Have you ever wondered how rich Jeffrey Thomasson is, as of late 2017? Unfortunately, the sources couldn’t disclose the right amount of Thomasson’s wealth, but considering the success of his company, it is trusted that Jeffrey is counting his wealth in hundreds of millions.

Jeffrey Thomasson Net Worth Under Review

Little is known about Jeffrey’s early background; he went to Park Tudor School, after which he enrolled at the Indiana University Graduate Business School, from which he eventually graduated a Master of Business Administration degree.

Soon after graduation, Jeffrey started his own financial advisory firm – Oxford Financial Group in 1981. He also undertook postgraduate study focusing on fields of investment, retirement and estate planning, and insurance, obtaining the Financial Planner designation.

He became totally focused on his firm and in 1984 it changed its platform, switching from trading directly with fund companies to the fee-only model. Little by little, his company started to grow, and his net worth began to increase. Thanks to the success of the company, it was listed in recent years as No. 6 on the Forbes’ magazine Up and Comers list with $372 million in discretionary assets under management. He also managed to expand his company to other locations in the USA, and now has offices in Chicago, Cincinnati, Grand Rapids, and Columbus.

Furthermore, he bought several other smaller financial advisor companies, including KSM Capital Advisors, and Crowe Wealth Management, which added a substantial amount to his overall wealth.

He also owns Oxford Family Office, Oxford Financial Advisors, The Trust Company of Oxford, and Oxford Charitable Trust, which are all subsidiaries of Oxford Financial Group, and have advanced the financial stability of Thomasson and his Group.

His company now employs 110 people and has clients in more than 40 states across the USA. This has brought him the staggering asset worth of $12 billion, and $7 billion of marketable securities.

He serves on the board of several other companies and organizations, including Waterfield Mortgage Corp, Flight Options, Gazelle TechVentures, and Indiana Repertory Theatre.

Regarding his personal life, Jeffrey tends to keep his most intimate details, such as marital status and number of children, hidden from the media, therefore, there is no info about Jeffrey’s life outside his career.

Jeffrey is a well-known philanthropist; aside from having his own foundation, he has also supported numerous other non-profit organizations, providing scholarships to students all over the world.

Daniel Wanburg

As the Managing Editor at Net Worth Post, I lead a talented team in delivering compelling content on the lives and achievements of influential figures. With a keen eye for detail and a passion for storytelling, I oversee the production of insightful biographies that resonate with our audience. My role involves not only managing the editorial process but also conducting research, crafting engaging narratives, and ensuring the accuracy and quality of our publications.

At NetWorthPost, we strive to provide our readers with in-depth profiles that offer valuable insights into the worlds of business, entertainment, and beyond. Through meticulous research and captivating storytelling, we bring to light the remarkable journeys and successes of individuals who inspire and captivate us.

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