Jelley, Udrisky & Associates
6100 South Yale Ave
Suite 1500 & 1650
Tulsa OK 74136
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Mission Statement
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Supporting a strong retirement plan and helping to keep it on track

The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

Recognition
Steve Jelley
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014, 2016-2025
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "FT400", 2017
(Published on March 30, 2017. Rankings based on data as of June 30, 2016.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Jelley, Udrisky & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Mission

For more than four decades Steve Jelley and Steve Udrisky have provided advice and guidance to individuals, families and businesses. Jelley, Udrisky and Associates offers a range of wealth management and investment services that extends well beyond stocks and bonds. As a team, we seek to earn your trust, and as your wealth advisor, we will implement strategies that are based on our knowledge of you and your personal goals. You are unique – the service you receive should reflect that.Over the years, we have expanded our services to private and public companies that offer 401(k) plans to employees. Steve Udrisky holds the Retirement Benefits Consultant designation with advanced training and experience in plan design, as such he is one of a select group of highly qualified Advisors that work with clients with defined contribution plan assets of $10 million or greater. Steve also holds the Certified Plan Fiduciary Advisor designation, CPFA and the C(k)P® Certified 401(k) Professional Designation. All of the team's efforts are supported by the strengths and skills of each team member.While we are headquartered in Tulsa, OK, we serve individual clients and companies offering retirement plans throughout the United States.###### *C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.

Meet Our Team
Steve Jelley,

ChFC®, CFP®

Managing Director, Wealth Management Advisor
918.496.7407
Steven Udrisky,

CFP®, CIMA®, CKP®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
918.586.8059
Emily Waggoner,

AWMA™

Assistant Vice President, Relationship Manager
918.586.8149
GARRETT JELLEY
Financial Advisor
918.586.8094
Joel Christner,

CPFA®

Financial Advisor
918.586.8152
Ethan Udrisky,

CRPC™

Financial Advisor
918.586.8004
Lynnette Busenburg-Hill
Officer, Registered Wealth Management Client Associate
918.496.7403
Jordan Kepford
Wealth Management Client Associate
918.586.8119
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.