Jared Andrew Nishida

Mr. Jared A.
Nishida, CFA, is a Managing Director at Oxford Financial Group Ltd.
His main responsibilities are investment research, manager due diligence, and developing customized asset allocations.
His expertise also includes addressing investment issues with clients and advising on specific portfolio questions.
In addition, he helps oversee implementation in all phases of the investment management process.
Before joining Oxford in 2010, he was an investment analyst at KSM Capital Advisors, LLC, a registered investment advisor.
In his role, he directed the research efforts for the firm and was a member of the Investment Committee.
He also guided the management of KSMCA’s discretionary portfolios and assisted in client meetings.
He holds a Bachelor’s degree in Business Administration from Taylor University.
He is also a member of the CFA Society of Indianapolis.