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 was recognized by Barron's as one of the Top 1,000 Financial Advisors in the United States in 2009 - 2013¹.

• In 2014, Barron's changed its Top 1,000 Financial Advisors list to include Top 1,200 Financial Advisors² nationwide and, again, Jeff achieved the honor for 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025.

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 

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1 Jeff was recognized by Barron's as one of the Top 1,000 Financial Advisors in the United States in 2009 - 2013. 2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012 (Source Barrons.com). 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011. 2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010. 2010 Barron’s Top 1,000 Financial Advisors: Awarded February 2010; Data Compiled by Barron's based on the time period from Oct. 2008 - Sept. 2009. 2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008. View Award Disclosures

2 In 2014 Barron's changed their rankings and Jeff was recognized by Barron's as one of the Top 1,200 Financial Advisors in the United States in 2014-2025. 2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. 2014 Barron’s Top 1,200 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013. View Award Disclosures