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

• 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 Advisors¹ 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 advisors² 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
  
  
• Peter Harlin and his team joined Jeff and his team to form the Blumenthal Harlin Financial Group 

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




1 The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2 The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.