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.
Jack joined Stephens in 2017 and currently serves as a Financial Consultant. He works with his long-time family friend and mentor, Steve Phelps. Says Jack, “Steve and I provide our clients with a multi-generational perspective. Our mission is to help them identify their goals and to guide each client through the creation and implementation of a wealth management plan that seeks to fulfill their objectives.”
Prior to his current position, Jack served as an Associate in the Stephens Private Client Group wealth management analyst program that develops and trains the next generation of financial consultants. Jack received two Bachelors of Science degrees in Finance and Global Supply Chain Management from the University of South Carolina.
Jack enjoys traveling, hunting, fishing, and golf, though his passion is financial planning and investment management. He spends his free time with his wife, Hannah Faye and their two dogs, Bailey & Gracie.