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Jeffrey W. Stark

Forum Financial Management, LP

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About Jeffrey W. Stark

Jeffrey Stark is a Registered Investment Advisor, with over 14 years of experience in the financial services industry. Jeffrey is currently employed with Forum Financial Management, LP. Jeffrey specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. In addition to his role at Forum Financial Management, LP, Jeffrey also works for Stark & D'Aprile CPAs PC, providing accounting and tax services as a Client Service Associate. Jeffrey holds the Series 65, Series 66, and Series 7 licenses. Jeffrey has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Jeffrey Stark is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Stark’s Registration & Firm History

NY

04/12/2021 - Present

Forum Financial Management, LP (COHOES NY)

NY

12/10/2007 - 04/08/2010

GENWORTH FINANCIAL SECURITIES CORPORATION (COHOES NY)

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Licenses & Designations

IA

Issued 02/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey W. Stark.
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