Jeffrey R Small is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with TULSA WEALTH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TULSA WEALTH ADVISORS, INC. | 2025-10-02 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2019-01-28 | 2025-10-02 | — |
| TAYLOR STEPHENS INC | 2017-09-06 | 2018-10-30 | — |
| DISCIPLINED INVESTMENTS, LLC | 2015-10-06 | 2017-08-25 | — |
| UBS FINANCIAL SERVICES INC. | 2003-07-21 | 2014-09-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2002-09-13 | 2003-06-26 | — |