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 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 Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

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Investment Banking

Stephens Investment Banking Hires James Wicklund as Managing Director of Energy Group

Feb 27, 2019

Stephens Inc., an independent financial services firm, today announced the hiring of James (Jim) Wicklund as Managing Director in the Energy Group, within its Investment Banking Division.

Mr. Wicklund brings to Stephens more than 40 years of expertise in oilfield services. Most recently, he was a Managing Director at Credit Suisse where, as a Senior Oilfield Services Analyst, he managed a team covering 41 companies. His extensive background includes operational and consultative experience working with major global and domestic oil companies as well as portfolio management for energy funds, equity research, and institutional sales and trading.

“We have a proven track record offering our clients sound, strategic, unparalleled guidance and the addition of Jim furthers that commitment,” said Brad Eichler, Executive Vice President, Head of Investment Banking. “Over the past 10 years, we have made a significant investment in the energy vertical, adding top industry talent, expanding our footprint, and closing over 150 transactions. We are thrilled to have Jim as part of the team as we expect he will be able to help us build new relationships and greatly expand our practice.”

Mr. Wicklund added, “I am excited to join a group of professionals and a firm that shares my ethos that a relationship with clients is more important than any transaction. I look forward to contributing to the established energy group and looking for opportunities to grow.”

Mr. Wicklund will be based in Stephens’ Dallas office. With 55 professionals in Dallas, Stephens is firmly committed to the Texas market.

About Stephens Inc.
Stephens Inc. is an independent financial services firm headquartered in Little Rock, Arkansas. Since its inception in 1933, privately held Stephens Inc. has served a broad client base which includes corporations, state and local governments, financial institutions, institutional investors and individual investors throughout the United States and overseas. For more information, visit www.stephens.com. Member NYSE, SIPC

Media Contact:
Chenoa Taitt, Stephens Inc.
212-891-1742 / [email protected]

Laura Stephens, Stephens Inc.
212-891-1717 / [email protected]

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