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.
Philosophy & Approach
Jason joined Stephens as Senior Vice President and Financial Consultant in 2023. He is passionate about serving his clients by identifying their unique circumstances and developing a comprehensive customized plan that addresses their needs. A key component of Jason’s process is developing personal relationships with his clients to gain a deeper understanding of their goals and dreams. “My goal is to play the role of a trusted advisor and to provide sound financial advice and support to clients through the ebbs and flows of markets and life,” says Jason.
Experience & Education
Jason has nearly 30 years of experience guiding clients in all aspects of their wealth management needs. He graduated from the University of Alabama with a Bachelor of Arts in Public Relations.
Jason is also a Certified Financial PlannerTM Professional (CFP®). The certification from the CFP® Board includes the areas of financial planning, tax planning, estate planning, income and retirement planning and investment management.
Personal
A Memphis native, Jason has been active in the local community through the years including serving as Finance Committee Chair for both the Memphis Cook Convention Center and Girl Scouts of the Mid-South, as well as President of the Memphis University School Alumni Board of Directors.
Jason and Meredith have three children, Judson, Brooke and Hunter. He enjoys golfing, playing pickleball and spending time at his family's lake house in Heber Springs, Arkansas. Jason also plays the drums, guitar and sings with his band.