Clack, Jelley, Udrisky & Associates

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Recognition

Merrill Lynch is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Jerry Clack

Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” 2014 - 2016

Barron’s America’s Top 1,000 Financial Advisors:State-by-State 2010 - 2013

Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Offering the advice and guidance to pursue your goals

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For more than three decades, Jerry Clack, Steve Jelley, and Steve Udrisky have provided advice and guidance to individuals, families and businesses. Clack, Jelley, Udrisky & Associates is based in Tulsa, OK and understands the style and culture of the American Midwest, but we are active in many other states also and are deeply familiar with the wealth management needs shared by clients across the country.

We offer a range of wealth management and investment services that extends well beyond stocks and bonds. Clack, Jelley, Udrisky & Associates seeks to earn your trust as your wealth advisor and to implement strategies that are based on our knowledge of you. You are unique—the service you receive should reflect that.

In addition to our wealth management services, we also offer access to fiduciary advisor services to companies and institutions regarding their qualified and non-qualified retirement benefit plans. To learn more about these services, please visit:
https://fa.ml.com/cju_retirement

We help design an individualized strategy
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At Clack, Jelley, Udrisky & Associates, we believe in the value of client-specific wealth management strategies. So, getting to know you is crucial as we develop a clear understanding of how you see wealth and investments in the context of your life. We consider several elements of your financial life, including your personality and lifestyle, risk tolerance, time horizon, liquidity needs, your individual, family and professional priorities, and how you interpret the role of wealth.

We follow the Merrill Lynch goals-based wealth management process, a disciplined, five-step approach designed to gather vital information about your financial vision, help us focus that vision, organize a useful strategy, and then help us suggest investment portfolios that can fill your needs.

Our investment approach rests on these fundamentals: balance risk and return, and diversify. We strive to help you understand the risks that might affect your investment portfolio or long-term wealth strategy. 
A careful approach to long-term wealth management
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At Clack, 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 Merrill Lynch 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 suitable 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, Clack, 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 solutions based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals.

*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 investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
*Any information presented in connection with BofA Merrill Lynch 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 Merrill Lynch Global Research is equity research produced by BofAML Securities, Inc. (“BofAMLS”) and/or one or more of its affiliates. BofA Merrill Lynch 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.

You are the focal point
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Relationships are the lifeblood of our business. We spend considerable time and resources getting to know you and understanding what is important to you, your family or your business.

The extent to which we develop an open relationship with you determines, in large part, how successful we can be in meeting your service expectations and helping you develop an individualized strategy and investment approach.

We commit to offering you the great benefit of the open architecture of the Merrill Lynch products and services platform. Similarly, you can access through us a vast menu of alternative investments, where appropriate; structured products; and outside asset managers.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 investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
 



Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

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

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.