Jeff Small

Wealth Advisor

Phone: (918) 382-9247

Wells Nelson & Associates, an investment banking firm specializing in municipal finance, has announced the addition of Jeffrey R. Small in the role of Wealth Manager and Certified Financial PlannerTM. Jeff is a graduate of Purdue University with a degree in Financial Planning and Counseling and has 18 years of experience in the financial industry. Jeff is a Series 7 and 66 licensed securities professional. Jeff is a registered investment representative and CFP® with Taylor Stephens, Inc., an affiliate of Wells Nelson & Associates. Taylor Stephens, Inc. is based in Dallas, Texas, offering a complete selection of investment products and customized portfolios to provide wealth accumulation and protection. Wells Nelson & Associates, member FINRA/SIPC, is an Investment Banking/Wealth Management firm founded in 2000 and headquartered in Oklahoma City with offices in Tulsa, Dallas, and Little Rock. Wells Nelson & Associates is a municipal bond underwriter working with municipalities, trusts, and authorities providing capital to meet the needs of the community. Additionally, Wells Nelson & Associates’ team of investment advisors offers financial planning for our individual investors and provides expert advice on investment strategies to preserve wealth and to help clients build a sound financial future. Wells Nelson & Associates and Taylor Stephens, Inc. have local offices in the Mid-Continent Tower at 401 S. Boston Ave., Suite 2520, Tulsa Oklahoma, 74103.