Jake Stern | Investment Banking | Stephens

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.


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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

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.

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.

Our People

Jake Stern


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Financial Institutions
Jake Stern

Mr. Stern joined Stephens in 2020 in the firm’s Financial Institutions Group in San Francisco. He has participated in a wide variety of M&A and capital raising transactions, with a focus on depository institutions in the Western United States. Prior to joining Stephens, Mr. Stern served as an Equity Research Associate at D.A. Davidson, covering banks in the Southwest. Mr. Stern received a Bachelor’s Degree in Finance and a Bachelor’s Degree in Economics from the University of Oregon.