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The Oeming Group
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Consulting Group
975 Oak Street
Suite 300
Eugene, OR 97401
Suite 300
Eugene, OR 97401
tel: 541-341-3414
toll free: 800-345-5501
fax: 541-342-2291
toll free: 800-345-5501
fax: 541-342-2291
Group Details
Jack Oeming, CIMA®
Senior Vice President - Wealth Management
Wealth Advisory Specialist
Wealth Advisory Specialist
tel: 541-341-3414
toll free: 800-345-5501
fax: 541-342-2291
Professional Details
- 1978 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Wealth Advisory Specialist
Eugene, OR - Bachelors of Business Administration
Saginaw Valley State College
Saginaw, MI - Wealth Advisory Specialist Designation
- Senior Investment Management Specialist - Consulting Group
- Series 5 - Interest Rate Options
Series 7 - General Securities Representative
Series 31 - Managed Futures & Commodities
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Life, Health & Variable Annuity Insurance Licensed - President's Council - Smith Barney
- Century Council - Smith Barney
Jack Oeming, CIMA® is licensed in the following state(s): AK, AZ, CA, CO, FL, HI, MI, NV, NY, OR, TX, WA
Nathan Oeming, CFP®
Financial Advisor
Wealth Advisory Specialist
Wealth Advisory Specialist
tel: 541-341-3434
toll free: 800-345-5501
fax: 541-342-2291
Professional Details
- 2003 - present: Morgan Stanley Smith Barney*
Financial Advisor
Wealth Advisory Specialist
Eugene, OR - 2002 - 2003: US Bank
Financial Specialist
Lake Oswego, OR - Bachelors of Business Administration / Finance
Oregon State University
Corvallis, OR - Wealth Advisory Specialist Designation
- Series 3 - National Commodity Futures
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Life, Health & Variable Annuity Insurance Licensed - Sigma Phi Epsilon Alumni Association
Corvallis, OR - Oregon State University Alumni Association
Corvallis, OR - Active 20/30 Club
Eugene, OR - Young Professionals Network
Board Member - Dangerous Sports Club
Lifetime Member
Nathan Oeming, CFP® is licensed in the following state(s): AK, AZ, CA, CO, HI, MI, NV, NY, OR, TX, VA, WA
Lisa Tull
Registered Client Service Associate
tel: 541-341-3451
fax: 541-342-2291
Professional Details
- Series 7 Licensed
- Financial Planning Associate
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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