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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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Jason, alongside his associate Duval Farnsworth, is dedicated to providing exceptional service to clients by understanding their unique circumstances and developing a comprehensive, customized financial plan tailored to their needs. A central element of Jason’s approach is fostering personal relationships with clients, allowing him to gain a deeper understanding of their goals and aspirations. As Jason explains, “My goal is to be a trusted advisor, offering sound financial advice and support to clients through both the highs and lows of markets and life.”
Working with a financial advisor who possesses the resources, expertise, and passion for helping clients stay true to their plans can yield numerous benefits. Whether it involves identifying more tax-efficient investment strategies, diversifying your portfolio, or addressing personal changes such as health concerns, The Fair Team is here to help. The team takes pride in tailoring wealth plans that meet the unique needs of each client and remains committed to serving as a valuable resource for future generations of your family.
Jason is supported by Kathy Briner, a Registered Client Associate with more than 40 years of experience, whose dedication to outstanding client service and operational efficiency is integral to the success of the team.
With nearly three decades of experience in the financial services industry, Jason has guided clients in all areas of wealth management. In 2023, Jason joined Stephens in their Private Client Group, splitting his time between the Memphis and Nashville offices. He earned his Bachelor of Arts in Public Relations from the University of Alabama.
Jason is a CERTIFIED FINANCIAL PLANNER™ professional, a certification awarded by the CFP Board. This certification encompasses areas such as financial planning, tax planning, estate planning, income and retirement planning, and investment management.
A native of Memphis, Jason has been involved in his local community, previously serving as Finance Committee Chair for both the Memphis Cook Convention Center and Girl Scouts of the Mid-South, as well as President of the Memphis University School Alumni Board of Directors.
Jason and his wife, Meredith, have three children: Judson, Brooke, and Hunter. In his free time, Jason enjoys golfing, playing pickleball, and spending time at his family’s lake house in Heber Springs, Arkansas. He is also an accomplished musician, playing the drums and guitar and singing with his band.