James Stark
James Stark is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tucson, AZ, with 36 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1610 E River Rd Ste 116, Tucson, AZ, 85718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is president/managing partner of JRS Wealth Management Group, a financial services/wealth management firm, and owner of Stark Partners LLC, a DBA for financial services. He also works as a financial professional at Wilde Wealth Management Group and sells fixed insurance products, including life, disability, annuities, and long-term care, and is a board member for Unite 4 Africa.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations29 states
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