Jeffrey Shirk is a registered investment advisor at Wells Fargo Advisors, based in Ocean City, NJ, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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 Ave, Ocean City, NJ, 08226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the trustee for his brother's trust and has power of attorney for his mother. He also owns 32% of Fortress Financial LLC, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Edward JonesBroker
Van Kampen Funds INC.Broker
State Registrations28 states
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