Jeffrey R Small
Investment adviser representative at Trinity Strategic Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
Are you Jeffrey R Small? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cabot Lodge Securities LLCOct 2025 to now
- Trinity Strategic WealthDec 2018 to now
- Tulsa Wealth AdvisorsDec 2018 to now
- Raymond James Financial Services,incDec 2018 to Oct 2025
- Taylor Stephens, Inc.Aug 2017 to Oct 2018
- Disciplined Investments, LLCOct 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OK).
Trinity Strategic Wealth
Legal name: Tulsa Wealth Advisors, Inc.
$1.5BAssets managed
1,763Clients
17Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4199588
- Firm CRD
- 337956