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Jane Mudgett
Jane Mudgett
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
2200 S. Utica Pl.
Suite 300
Tulsa, OK 74114
tel: 918-744-4601
toll free: 800-234-5515
fax: 918-744-4646
Email Me
Welcome Associations Services Honors Education Experience
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that may add value not only to their financial objectives, but also to their life aspirations.

Together, we strive to determine what’s really important and develop actionable, flexible strategies to help clients meet their financial needs. As your circumstances change, I can help advise you with your financial strategies. I look forward to serving your long-term investment needs.

I also help design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping them strive for the financial returns that they desire.  Please feel free to call me at any time.
Associations
  • Oklahoma Business Ethics Consortium
  • Jewish Federation of Tulsa
  • Greenwood Chamber of Commerce
    Member
    Tulsa, OK
  • Tulsa Area United Way
  • Clare House
  • Day Center for the Homeless
  • American Cancer Society
  • H.O.P.E. Testing Clinic
  • Global Gardens
  • Sustainable Tulsa
  • Hospice of Green Country
  • Tulsa Area United Way
Services
  • Financial Planning
  • Estate Planning
  • Retirement Planning
  • Wealth Management
  • Women and Company®
  • Long Term Care Insurance
  • 529 Plans
  • Socially Responsible Investing
  • Business Planning
  • Corporate Retirement Plans
  • 401k Rollovers
Honors and Recognitions
  • Book Award
    Smith Barney
Education and Licensing
  • Series 3 - National Commodity Futures, 2006
  • Series 7 - General Securities Representative, 2005
  • Series 63 - Uniform State Exam, 2005
  • Series 65 - Investment Advisory Agent, 2005
  • Life, Health and Long Term Care Insurance Licensed, 2006
    State of Oklahoma
    Tulsa, OK
  • Financial Planning Specialist Designation
    Smith Barney
    Tulsa, OK
  • Bachelors Degree in Business Administration from Florida State University
Business Experience
  • 2005 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Specialist
    Guided Portfolio Manager
    Tulsa, OK
  • 2003 - 2005: Capital Homes Residential Group
    Owasso, OK
  • 1997 - 2003: Williams
    Asset Manager
    Energy Marketing and Trading
    Tulsa, OK
  • 1988 - 1997: Thrifty, Dollar and Snappy Car Rental
    Director of Training
    Vice President
    Tulsa, OK
  • 1984 - 1987: The Mudgett Group
    Owner, Accounting and Business Consulting
  • 1980 - 1984: Chrysler Corporation
    Customer Service Manager
    Service and Parts District Manager
    Orlando, FL
Bulletin Board
  • You’ve worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard, to help you get the most out of life.
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Jane Mudgett is licensed in the following state(s): AR, CA, CO, FL, IL, KS, MO, NC, NE, NJ, NM, NY, OK, OR, PA, TX, WA
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.
FEATURED REPORTS

Making Plans: The Value of Financial Planning (pdf)
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