Josef Stark, financial advisor Bedminster NJ

Josef Stark

CRD Number: 433881
Current Firm: Wells Fargo Clearing Services, LLC

Josef Stark (CRD# 433881) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Bedminster, NJ and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Warren, NJ Nov 2016 - Current 5
Wells Fargo Advisors LLC Warren, NJ Jun 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1979
S65 NASAA Investment Advisors Law Examination May 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Josef A. Stark
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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