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.
Vice President, Insurance & Annuities Associate
Jon Finley is a Vice President and a member of our Products and Services team. He joined Stephens in 2007 and has more than 17 years of experience in the financial services industry. Jon manages the marketing, education and due diligence on our insurance and annuity product offerings.
Prior to joining Stephens, he worked as an education specialist in the products and services group for Pacific Life. Jon earned a bachelor’s degree from Southern California College.