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John Shirk

41 Years of Experience
Ocean City, NJ
1 DisclosureBroker

John Shirk is a registered investment advisor at Wells Fargo Advisors, based in Ocean City, NJ, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

800 Asbury Avenue, Ocean City, NJ, 08226

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2001
Denied
Other 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
January 2006 - Present · 20 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
May 2005 - Present · 21 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2005 - Present · 21 yrs 2 mos
Previous Registrations
Edward JonesBroker
March 1992 - May 2005 · 13 yrs 2 mos
Dean Witter Reynolds INC.Broker
February 1989 - March 1992 · 3 yrs 1 mo
Van Kampen Merritt INC.Broker
April 1985 - February 1989 · 3 yrs 10 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1984 - December 1984 · 7 mos
State Registrations28 states
AZCACODCDEFLHIILINKSMAMDMEMIMOMTNCNHNJNYOHPASCTXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.