James Bradford Stark

Employer firm

Impact Partnership Wealth, LLC CRD 313928

$2.96B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2015 → 12/2018
  Insight Private Advisors, Llc
  Newtown, NJ
• 05/2016 → 01/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2018 → 01/2025
  Oneascent Financial Services Llc
  Birmingham, AL
• 03/2025 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 03/2020 → Present
  Jb Stark Financial, Llc
  Milford, DE

Previous Registrations

• 2018-12-27 → 2025-01-29
  Oneascent Financial Services Llc
  Augusta, NJ
  Birmingham, AL
  Milford, DE
• 2015-07-10 → 2018-12-10
  Insight Private Advisors, Llc
  Newton, NJ
  Bridgewater, NJ
• 2007-07-27 → 2016-05-02
  Lpl Financial Llc
  Newon, NJ
  Fort Mill, SC
  Newton, NJ
• 2004-04-19 → 2007-08-04
  Osaic Fa, Inc.
  Newton, NJ
  Newton, NJ
  Newton, NJ

Exams

• S66 Uniform Combined State Law Examination
  1999-06-23