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Jeffrey R. Small, CFP®

Wealth Manager

2222 S. Utica Pl., Suite 200, Tulsa, OK 74114

jsmall@ht-di.com

918-388-2690

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Jeffrey R. Small has been in the financial services industry for the last 16 years working with individuals and foundations in the areas of planning and asset allocation strategies. Prior to joining Disciplined Investments he worked at UBS Financial Services Inc. in Indianapolis, IN as a Client Associate and spent one year at Corporate Consulting Group, Tulsa, OK as an Analyst.

Representative Experience

  • Created investment policy statements for individuals
  • Constructed and implemented diverse asset allocations strategies for individuals and foundations
  • Provided employee education for qualified retirement plan participants
  • Provided financial plans for individuals

Certifications/Honors

  • CERTIFIED FINANCIAL PLANNER®

Professional & Civic Affiliations

  • Tulsa Estate Planning Forum, 2016 – Present

Education

  • B.S., Financial Planning and Counseling, Purdue University