Jake Terry | Public Finance | Stephens

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.


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 People

Jake Terry


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Jake Terry

Mr. Terry joined the Dallas, Texas offices of Stephens Inc. in August 2022 as a Public Finance Analyst. Prior to joining the firm, Mr. Terry worked as a Financial Analyst with the Municipal Advisory Council of Texas where he created Texas Municipal Reports for a variety of issuers across Texas. He graduated from the University of Texas at Austin with a Bachelor of Arts degree in Economics and a minor in Finance. Mr. Terry is a registered Uniform State Law Securities Agent.


Team Members

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