John Shirk
John Shirk is a registered investment advisor at Wells Fargo Advisors, based in Ocean City, NJ, with 42 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
800 Asbury Avenue, Ocean City, NJ, 08226
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
John is a trustee for his brother's and a friend's trust, dedicating minimal time. He also owns 32% of Fortress Financial LLC, spending full-time hours on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Edward JonesBroker
Dean Witter Reynolds INC.Broker
Van Kampen Merritt INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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