Stephens Private Wealth Management Welcomes Jason Thomas as Chief Tax and Wealth Planning Strategist

Audio By Carbonatix

LITTLE ROCK, Ark.--(BUSINESS WIRE)--Sep 8, 2025--

Stephens, an independent financial services firm, today announced the appointment of Jason Thomas, CPA, JD as Managing Director, Chief Tax and Wealth Planning Strategist. In this role, Mr. Thomas leads the Wealth Planning and Strategy group within Stephens Private Wealth Management division. He is based at the firm’s headquarters in Little Rock, AR.

Stephens Wealth Planning and Strategy Group supports the division’s financial consultants and the firm’s investment banking team and collaborates closely with clients’ personal tax and legal advisors to deliver integrated, customized solutions. With the addition of Mr. Thomas, Stephens expands its ability to provide advising and consulting services with a focus on complex income and transfer tax issues.

"Jason's addition underscores our commitment to delivering a highly differentiated approach to wealth management, tailored to the evolving needs of our clients. With his expertise as a business advisor, tax professional, and attorney, Jason brings a multifaceted perspective to navigating both opportunities and challenges. He joins a dynamic team that plays an integral role in both the firm’s long-term success and value we deliver," said Kevin Scanlon, Executive Vice President and Head of Stephens Private Wealth Management.

Throughout Mr. Thomas’ 26-year career, he has worked extensively with high-net-worth individuals, family offices, and closely held businesses and their advisors. Prior to Stephens, he was a nationally recognized tax partner at Frost, PLLC, and held roles at Morgan Keegan, Rose Law Firm, and Arthur Andersen.

“At Stephens, clients benefit from an impartial perspective and deeply informed expertise as evident within Private Wealth Management. It is great to be part of the Stephens culture where insights and relationships matter more than transactions,” said Mr. Thomas.

For more than 25 years, Stephens Private Wealth Management has offered a wide array of customized investment management solutions as well as wealth planning strategies and advice to help clients achieve their financial goals.

About Stephens

“Stephens” (the company brand name) is a leading family-owned investment firm that includes Stephens Inc. (member NYSE/SIPC), Stephens Investment Management Group, LLC, Stephens Insurance, LLC, and Stephens Capital Partners LLC. © 2025 Stephens.

Stephens Inc. is headquartered in Little Rock, Arkansas. Founded in 1933, Stephens Inc. provides securities brokerage, investment banking and other financial services to a broad client base which includes corporations, state and local governments, financial institutions, institutional investors and individual investors throughout the United States and overseas. Stephens Inc. (Home Office: 111 Center Street, Little Rock, AR USA, 501-377-2000) is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Member SIPC/NYSE. For more information, visit www.stephens.com.

View source version on businesswire.com:https://www.businesswire.com/news/home/20250908139976/en/

CONTACT: Media:

Creighton Abrams, Stephens Inc.

212-891-1712 /[email protected] Lenderman, Stephens Inc.

501-377-8279 /[email protected]

KEYWORD: UNITED STATES NORTH AMERICA ARKANSAS

INDUSTRY KEYWORD: FINANCE CONSULTING BANKING PROFESSIONAL SERVICES OTHER PROFESSIONAL SERVICES

SOURCE: Stephens

Copyright Business Wire 2025.

PUB: 09/08/2025 09:00 AM/DISC: 09/08/2025 08:59 AM

http://www.businesswire.com/news/home/20250908139976/en