Our roots date back more than 60 years and we are proudly serving many 4th generation families

Firm History

1960s

  • Morris Blumenthal – Jeff's father and native Oklahoman - started his investment career at Wells Fargo Advisors predecessor Bache & Co. in New York City

1970s

  • Morris Blumenthal named to the Chairman's Council recognizing his professional achievements and excellence of performance

 1980s

  • Morris Blumenthal named to the Chairman's Council recognizing his professional achievements and excellence of performance
  • Prudential Insurance Company purchases Bache Group to form Prudential-Bache Securities

1990s

  • The Blumenthal Financial Group begins serving three generations of clients
  • Jeff Blumenthal joins his father in the business after earning his law degree and working as an attorney
  • Morris Blumenthal is named National Financial Advisor of the  year

2000s

  • Robin A. Rush, Financial Consultant joins the team
  • Jeff named to Prudential Financial Chairman's Council
  • Prudential Financial combines its retail brokerage in a joint venture with Wachovia to form Wachovia Securities
  • Morris retires to spend more time volunteering in the community
  • Jeff named to Barron's Top 1,000 Advisors and continues to receive the award through 2017. * footnote change in award list from 1,000 to 1,200
  • Wachovia Securities is acquired by Wells Fargo Advisors

2010s

  • Lyn James, Senior Registered Client Associate joins the team
  • Jeff named to Barron's Top 1,000 Advisors nationwide and honored as the top advisor in the State of Oklahoma February 9, 2009, February 22, 2010, February 21, 2011, February 20, 2012, and February 18, 2013 
  • In 2014, Barron's changed its Top Advisors list to include 1,200 advisors nationwide and, again, Jeff achieved the honor, February 2015, February 2016, March 2017, March 2018 and March 2019, March 2020, March 2021, March 2022.


2020s

  • Jerika Rosenquist joins the team as a Client Associate



Our roots are in giving investment advice, but we offer much more.

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The Blumenthal Financial Group of Wells Fargo Advisors

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