Private Wealth Management

Jack Elster

Financial Consultant

Direct: (336) 251-0441

Philosophy & Approach

Jack joined Stephens in 2017 and currently serves as a Financial Consultant. He works with his long-time family friend and mentor, Steve Phelps. Says Jack, “Steve and I provide our clients with a multi-generational perspective. Our mission is to help them identify their goals and to guide each client through the creation and implementation of a wealth management plan that seeks to fulfill their objectives.”

Mary Grigg is Jack’s registered sales assistant, drawing on over 25 years of experience seeks to deliver excellent client service.  

Experience & Education

Prior to his current position, Jack served as an Associate in the Stephens Private Client Group wealth management analyst program that develops and trains the next generation of financial consultants. Jack received two Bachelors of Science degrees in Finance and Global Supply Chain Management from the University of South Carolina. 

Personal

Jack enjoys traveling, hunting, fishing, and golf, though his passion is financial planning and investment management.  He spends his free time with his wife, Hannah Faye and their two dogs, Bailey & Gracie.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

For Retail Investors: Form CRS

(800) 643-9691 | Member NYSE, SIPC

© 2021 Stephens Inc. All rights reserved.