Offering the advice and guidance to pursue your goals
For more than three decades Steve Jelley and Steve Udrisky have provided advice and guidance to individuals, families and businesses.

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. 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
At 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 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
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 solutions based upon the client’s risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation.
*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.
You are the focal point
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 Wealth Management 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 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.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.