Jeffrey Kenneth Stark is an American financial planner whose career has included securities representation, investment counseling, and financial planning in Claremont, California. He has worked with Waddell & Reed, Associated Securities Corporation, National Planning Corporation, and LPL Financial, while also participating in local educational, civic, and community organizations.
Background
Jeffrey Kenneth Stark was born on December 9, 1961, in Claremont, California, United States, to Jack Lee Stark and Jil Carolyn Harris Stark. Claremont developed as a community shaped by civic participation, educational institutions, and the cultural presence of The Claremont Colleges in Southern California.
Education
Stark earned a Bachelor of Arts degree in economics from the University of California, Santa Barbara, in 1985. The university is a public research institution within the University of California system, with academic programs spanning the social sciences, sciences, engineering, and the arts. His economics education preceded a professional career in securities representation and personal financial planning.
Career
Stark began his professional career in retail management and financial services during the 1980s. He was an assistant manager at Nordstrom in Montclair, California, in 1986–1987, and worked as a registered representative for Waddell & Reed from 1986 to 1989. Waddell & Reed was a longstanding American investment and financial-services company whose representatives sold and advised on investment products.
From 1989 to 2000, Stark was associated with Associated Securities Corporation in the Claremont area, serving as a registered representative and, according to earlier biographical information, as a registered principal. He then worked with National Planning Corporation from 2000 to 2017 as a registered representative. National Planning Corporation operated as a securities and investment-advisory firm serving independent financial professionals and their clients.
Since November 2017, Stark has been associated with LPL Financial in Claremont, California. LPL Financial is an independent broker-dealer and registered investment adviser platform that supports financial professionals offering investment and planning services. His professional activities have included financial planning, investment counseling, and advisory work for organizations and associations including Air Treatment, Inc., Claremont McKenna College, Claremont United Methodist Church, General Dynamics Corporation, Iolab Corporation, California Regional Occupational Program, and the Arcadia Police Association.
Regulatory records also identify Stark Wealth Management and related Stark and Fukagawa, Stark business names as trade names or business activities connected with his financial-planning practice. His work has therefore combined securities registration, investment advice, insurance-related activity, and personal financial planning over several decades.
Membership
Stark was a member of the International Association for Financial Planning, a professional organization that helped develop the modern financial-planning profession and preceded the formation of the Financial Planning Association. He also participated in local educational, charitable, religious, and community organizations through board service and leadership roles.
His community service included board membership with the Claremont Community Foundation, the Mary B. Eyre Children's School, and the United Church of Christ in Claremont. The Mary B. Eyre Children's School, founded in 1937, provided early-childhood education and later became associated with Claremont McKenna College as a center for early-learning education and research.
Member.
International Association for Financial Planning
,
United States
Board member.
Claremont Community Foundation
,
United States
Board member.
Mary B. Eyre Children's School
,
United States
Board member.
United Church of Christ, Claremont
,
United States
President.
Early Childhood Center
,
United States
1994
Interests
Backpacking.
Sport & Clubs
Skiing, tennis, and bicycling.
Connections
Stark married Christine Ann King on August 13, 1989. They have two children, Alyson Stark and Katherin Stark. His parents were Jack Lee Stark and Jil Carolyn Harris Stark.
Father:
Jack Lee Stark
Mother:
Jil Carolyn Harris Stark
child:
Alyson Stark
child:
Katherin Stark
Wife:
Christine Ann King
Married Jeffrey Kenneth Stark on August 13, 1989.
References
SEC Investment Adviser Public Disclosure: Jeffrey Kenneth Stark
Documents Stark's registration and employment history with Waddell & Reed, Associated Securities Corporation, National Planning Corporation, and LPL Financial, as well as related financial-planning business activities.