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Jacob Andrew Stinson

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
646 clients
Average Client Portfolio
$365K average
Assets Under Management
$235.9M

Fee Structure

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Location

111 N. Orange Avenue, Suite 775, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacob is a sole proprietor involved in short-term and long-term real estate rentals in Tampa, FL since March 2017. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Oxford Wealth Group, LLC
April 2025 - Present · 10 mos
Previous Registrations
Proxy Wealth Advisors LLC
February 2023 - May 2023 · 3 mos
Wells Fargo Clearing Services, LLC
December 2021 - January 2023 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
November 2021 - January 2023 · 1 yr 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.