JS
James B. Stark
IMPACT PARTNERSHIP WEALTH
Milford, DE
Some features on this profile are disabled
CRD#: 1068449
JS
Professional summary
James Bradford Stark, CLU® is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Milford, Delaware.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. James has worked at 9 firms and has passed the Series 66, Series 99TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. PKS Financial-Investment related-80 State St, Albany, NY 12207-Fixed/Traditional Insurance-Agent-5/2016-20 hrsmth-100% during trading hrs-Sells life insurance and fixed annuities 2. OneAscent Financial Services dba JB Stark Financial. Investment related. At registered location. Financial Planning. Wealth Advisor. Start 3/2020. 60 hours per month, 45 during trading. Asset management, portfolio risk levels, financial planning, life and LTC sales. 3. BNI Business Builders Chapter-Not investment related-36 Hampton House Rd, Newton, NJ 07860-Business Networking-Member-10/1/2018-10 hrs/mth-5 during trading hrs-Board Member. 4. Swartswood Lakes and Watershed. Not Investment Related. PO Box 44, Swartswood NJ. Lake water quality control trustee. Start 6/1988. 1 hour per month not during trading. Voting on lake issues at meetings, helping clean water.
CRS (Client Relationship Summary) - RIA
Click below to view James Bradford Stark's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 10, 2025 - Present
IMPACT PARTNERSHIP WEALTH, LLC
RIA
CRD#: 313928
Milford, DE
Past
December 27, 2018 - January 29, 2025
ONEASCENT FINANCIAL SERVICES LLC
RIA
CRD#: 284549
Milford, DE
Past
May 3, 2016 - January 9, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Milford, DE
Past
July 10, 2015 - December 10, 2018
INSIGHT PRIVATE ADVISORS, LLC
RIA
CRD#: 169017
NEWTON, NJ
Past
July 27, 2007 - May 2, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
NEWTON, NJ
Past
July 27, 2007 - May 2, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
NEWTON, NJ
Past
April 19, 2004 - August 4, 2007
OSAIC FA, INC.
RIA
CRD#: 3978
NEWTON, NJ
Past
December 20, 2000 - April 3, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
December 20, 2000 - August 4, 2007
OSAIC FA, INC.
BD
CRD#: 3978
NEWTON, NJ
Past
January 25, 1983 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
January 25, 1983 - November 30, 2000
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Delaware(3/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
