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.
Jim joined Stephens Private Client Group in 2012 and has been a trusted consultant for more than 45 years, bringing a disciplined approach to wealth management. He considers it essential that his clients have a clear understanding of the planning and investment process. Jim says, “Wealth management requires that an advisor take a holistic and custom approach to developing a financial plan. It’s my priority to understand my client’s goals and aspirations so I can develop such a plan.”
Molly Saxon, a registered client associate since 2001 with more than 20 years of experience, supports Jim.
Prior to joining Stephens, Jim was a financial advisor and branch manager at Dean Witter and its successor, Morgan Stanley.
Jim attended the U. S. Naval Academy and holds a Bachelor of Science in Mathematics from the University of Central Arkansas. He also completed Stephens University, an advanced wealth management program offered through Wake Forest University.
Jim and his wife, Gwyn, live in Fayetteville, Arkansas.