James J Stork

Employer firm

Pinnacle Financial Group LLC CRD 116600

$673M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 01/2023
  Pinnacle Financial Group, Llc
  Western Springs, IL
• 09/2000 → 01/2024
  Pinnacle Financial Group, Llc
  Western Springs, IL
• 01/2024 → Present
  Pinnacle Financial Group, Llc
  Western Springs, IL

Other Businesses

STU Partners, LLC; Non Investment Related; 823 Burlington Avenue, Western Springs, Illinois; holding company for the building that Pinnacle leases as their principal place of business; co-owner and Managing Member; 03/2011; Mr. Stork spends a negligible amount of his professional time in his capacity as Managing Member of STU Partners, LLC. Tower Management, LLC Western Springs, IL Managing Member

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-11

Designations

• Certified Financial Planner
• Chartered Financial Analyst