We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
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 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.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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 is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Assistant Vice President, Commercial P&C Senior Account Manager
Kathy Jones joined Stephens Insurance in 2012 and currently serves as a Senior Account Manager for the Property & Casualty division. As such, she handles all aspects of her client's commercial insurance needs as a daily contact and manages specific risks associated with each account. She has overseen a wide variety of large accounts ranging from habitational, property management, manufacturing, retail, and construction/A&E.
Jones has been in the insurance industry for over 45 years and has worked for multiple insurance groups in that time.
Jones earned an AS in Secretarial and Administrative Studies from Henderson State University. She is licensed in Property & Casualty and holds her Certified Insurance Counselor (CIC) designation.
California License Number: 4380974