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 Patterson joined Stephens Insurance in 2023 as a Senior Account Manager in the Property & Casualty division, specializing in hard-to-place commercial insurance solutions. In this role, he assists risk management clients in the development of comprehensive insurance programs.
Prior to joining Stephens Insurance, Patterson spent several years as a risk analyst in the Private Family Office industry, managing complex personal and commercial placements.
Patterson holds BS in Finance from the Walton College of Business at the University of Arkansas. He has earned the Associate in Insurance (AINS) designation, and is working toward the Associate in Risk Management (ARM) designation.
California License Number: 4381095