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Jelley, Udrisky & Associates

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Understanding your life priorities is an important part of how we work with the clients we serve. It’s not just about markets and returns, it’s about what matters most to you. We welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.

About Us

Offering experienced advice and guidance to pursue your organization's goals, as well as your own

For more than four decades Steve Jelley and Steve Udrisky have provided advice and guidance toadvisors_2lowres.jpg individuals, families and businesses.  Jelley, Udrisky and Associates offers a range of wealth management and investment services that extends well beyond stocks and bonds.  As a team, we seek to earn your trust, and as your wealth advisor, we will implement strategies that are based on our knowledge of you and your personal goals.  You are unique – the service you receive should reflect that.

Over the years, we have expanded our services to private and public companies that offer 401(k) plans to employees.  Steve Udrisky holds the Retirement Benefits Consultant designation with advanced training and experience in plan design, as such he is one of a select group of highly qualified Advisors that work with clients with defined contribution plan assets of $10 million or greater.  Steve also holds the Certified Plan Fiduciary Advisor designation, CPFA and the C(k)P® Certified 401(k) Professional Designation.  All of the team’s efforts are supported by the strengths and skills of each team member.

While we are headquartered in Tulsa, OK, we serve individual clients and companies offering retirement plans throughout the United States.

*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.

We help design an individualized strategy

The Jelley, Udrisky and Associates team is located in Tulsa, OK and is passionate about continuing the Merrill Lynch Wealth Management heritage ofFA group chair NEW.jpg bringing Wall Street to Main Street.  By helping retirement plan sponsors and their participants make intelligent, informed choices they are better positioned to pursue their financial goals.  Our Consultative Approach allows us to keep in step with your company as your needs change and help ensure the plan continues to help your employees achieve financial wellness. Whether you are revamping your program, starting a new one, or simply refining and enhancing what you have, support is available every step of the way.

Retirement Benefits Consultant

As Bank of America Retirement Benefits Consultants (RBC), Jelley, Udrisky & Associates is one of a select group of highly qualified and credentialed Merrill  advisors specialized in defined contribution plans who can add value to your plan by:

  • Offering access to 3(21) fiduciary services1
  • Helping you shape your investment strategies
  • Offering thoughtful advice without a proprietary investment requirement
  • Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time
  • Working with you to create a plan that is designed to drive employee engagement and positive participant behavior
  • Assisting in the delivery of employee financial wellness programs and education
  • Educating employees on connecting their life priorities with their finances to help them pursue what matters most to them
1Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. MLPF&S. MLPF&S offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. Please refer to the Fiduciary Advisory Services Brochure for information on the program including a description of the series and related fees.

Retirement Accredited Financial Advisor

As a Bank of America Retirement Accredited Financial Advisor[s] (RAFA), Jelley, Udrisky & Associates  one of a select group of Merrill advisors specialized in defined contribution plans who can add value to your plan by:

  • Offering access to 3(21) fiduciary services1
  • Helping you shape your investment strategies
  • Offering thoughtful advice without a proprietary investment requirement
  • Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time
  • Working with you to create a plan that is designed to drive employee engagement and positive participant behavior
  • Assisting in the delivery of employee financial wellness programs and education
  • Educating employees on connecting their life priorities with their finances to help them pursue what matters most to them

1 Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. MLPF&S. MLPF&S offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. Please refer to the Fiduciary Advisory Services Brochure for information on the program including a description of the series and related fees.

You are the focal point

 
With the global resources of Merrill Lynch Wealth Management, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.  Our team works with you to understand your company’s needs and to chart a path towards those needs and financial success.Group arms folded NEW banner style.jpg

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Steve M Jelley

Forbes "Best-in-State Wealth Advisors" 2019-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Financial Times "400 Top Financial Advisers" 2017
Published on March 22, 2017. Rankings based on data as of June 30, 2016.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2014, 2016-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Solutions for Institutions

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Supporting a strong retirement plan and helping to keep it on track

The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

For Plan Sponsors

Your role as a plan sponsor is more challenging than ever, and it’s not something to face alone. We bring the resources and thought leadership from Bank of America Corporation and its affiliates to bear in helping you provide a strong, healthy and fully compliant program that runs smoothly, engages your employees and makes your job easier. We can help you focus on the areas that may be helpful to plan success, including Fiduciary Advisory Services 1 and Education and Plan Services 2 appropriate for your plan.

Fiduciary Advisory Services1

Through Fiduciary Advisory Services, we can help you design and maintain an investment menu.
  • Investment Policy Statement (IPS)3
  • Comprehensive due diligence processes to identify appropriate investments 
  • Proactive delivery – online and by your designated advisor – of investment performance reporting every quarter 
  • Report providing fund analysis and market trends.

1 Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. Please refer to the Fiduciary Advisory Services Brochure for information on the program including a description of the series and related fees.

2 Education and Plan Services are non-fiduciary services required for Advisor Alliance clients and optional for MLII clients.

3 IPS service is not available for FAS Discretionary. The plan sponsor is responsible for the approval and final adoption of the IPS.

And More

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t service ourselves, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can help make the broad capabilities of Bank of America Corporation feel more accessible.

Solutions for Individuals

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A careful approach to long-term wealth management

At Jelley, Udrisky & Associates investment process is built upon four pillars:

Asset Allocation: We work with you to apportion your investments into multiple asset classes that reflect your long-term objectives.

Diversification: Among and within asset classes, diversification is a risk-management tool that can help mitigate both short- and long-term risk.

Research: In addition to using BofA Global Research, we study research from other applicable resources to stay abreast of current thinking and points of view in global investment markets. This is crucial to our helping your decision making.

Investment Selection: To help you select the most appropriate opportunities for your portfolios, we typically concentrate on an investment universe that includes domestic and international stocks, bonds, cash and short-term instruments, mutual funds and exchange-traded funds.

Additionally, Jelley, Udrisky & Associates can offer extended capabilities in selecting strategies to manage concentrated stock, helping clients through liquidity events, developing retirement income planning strategies, and pursuing wealth transfer strategies. 

*Global investing poses special risks, including foreign taxation, currency fluctuation, risk associated with possible differences in financial standards and other monetary and political risks.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

 

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what’s most important to you.

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Reviews to help you stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.

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Changes in your life and to your goals

Your life and goals change. As these changes occur, we can update your approach to reflect them.

Wealth Management Your Way

MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

Your advisor is a click away within our site or mobile apps

You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

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FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services4
  • Education Funding1
  • Insurance3
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HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
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HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
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WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
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LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
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GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
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FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

¹ Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
² Banking, mortgage and home equity products offered by Bank of America, N.A.
³ Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

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Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill financial advisor committed to your needs.