Our Team 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.
In the 1970s Morris was named to the Chairman's Council recognizing his professional achievements and excellence of performance.
Our Team History 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.
Our Team History 2000s:
Robin A. Rush, Financial Consultant joins the team.
Jeff Blumenthal is 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.
Our Team History 2010s & 2020s:
Lyn James, Senior Registered Client Associate joins the team.
Jerika Rosenquist joins the team as a Client Associate.
Peter Harlin, Managing Director - Investments, and his team joined Jeff and his team to form the Blumenthal-Harlin Financial Group.
In 2025 Shane Howat, First Vice President - Investment Officer, and Jessica McCoy, Financial Consultant, joined our group.
Open Door Client Service Approach
Since Jeff's father, Morris, began serving clients in 1961, our team has embraced a simple philosophy: financial advice should be accessible, personal, and centered on clients' needs and objectives. That belief continues to guide everything we do today.
We are committed to providing a level of service that reflects the trust our clients place in us. When you call, you'll speak with a member of our team—not a phone system. If questions arise, we're here to help and will work directly with you to address them and provide information and guidance. We believe in clear communication, thoughtful guidance, and recommendations tailored to your unique circumstances rather than one-size-fits-all solutions. Most importantly, we strive to build lasting relationships by being responsive, approachable, and available whenever you or your family need us.