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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Mr. Jo joined Stephens in 2022 and serves as an Associate within the firm’s Technology group based in New York.
Prior to joining the Technology group, he worked as an Associate at Equiteq, a boutique investment bank, within the Technology team, and was an Analyst within the Global Industrials Group at Deutsche Bank. Before joining Deutsche Bank, he completed internships at J.P. Morgan, Morgan Stanley, Barclays, and Crosstree Capital Partners.
He holds a B.S. in Finance and a B.A. in Economics from the University of South Florida.