John Stephens, CFA | Stephens

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Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Stephens & Atlassian Williams Racing

Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Expertise

Education

Stephens can help finance education projects for K-12, colleges, and universities—including facility upgrades, classroom technology, student housing, and resources for teachers and staff.

Healthcare

Stephens can help finance medical facility projects, tech upgrades, and accessibility improvements for hospitals, including single specialty, general acute care, and children’s hospitals.

Public Safety

Stephens can help finance Public Safety projects supporting first responders, including fire, police, EMT services, and correctional facilities, to enhance emergency response and public protection.

Recreation

Stephens can help finance recreation projects of all sizes—parks, arenas, convention centers, and more—to enhance community life at city, county, and state levels.

Transportation

Stephens can help finance transportation projects of all sizes—from crosswalks to airports—supporting commerce and community connection through roads, bridges, railways, ports, and more.

Utilities

Stephens can help finance utility projects—water, sewer, electric, broadband, and more—supporting essential services with a solutions-focused approach to ESG risks for community infrastructure.

Our People

John Stephens

Co-Chief Executive Officer

(501) 680-6156 Send a message
John Stephens, CFA

Mr. John Stephens was appointed Co-Chief Executive Officer of Stephens Inc. on January 7, 2025. Mr. Stephens most recently served as a Managing Director and member of the Family Advisory Services Group at Stephens Inc. Prior to that role, Mr. Stephens was an Associate Director of Stephens Europe, where he has served on the Management Committee since 2019, and previously had been part of the Consumer Investment Banking team at Stephens Inc. in New York, NY. Mr. Stephens began his career as an equity analyst for Stephens Investment Management Group based in Houston, TX. As an analyst he assisted four portfolio managers across all industry sectors in their research of small and mid-cap domestic growth equities. Mr. Stephens is a graduate of the University of Pennsylvania and received his MBA from Columbia Business School. He serves on the Investment Committee for Firethorn Trust, a London based real estate firm. Mr. Stephens also earned the designation of Chartered Financial Analyst (CFA).

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