Our Qualifications
Mr. Stark serves the financial needs of his clients through the Wells Fargo Advisors office in Portland, Oregon. He has lived in Oregon since 1979 with his wife and family and owned a successful business in Salem for 10 years.
Through Wells Fargo Advisors, Mr. Stark offers a wide variety of financial products to his clients both individuals and business’s. He has achieved the level of First Vice President - Investments through consistent effort, trust, and a reputation for outstanding service and portfolio management. He has built a solid client base and has expanded his business through referrals from satisfied investors, business’s and other financial professionals.
Mr. Stark has demonstrated a strong commitment to business development and portfolio design and construction by successfully completing the Masters Portfolio Management Conference and is on path to achieve Senior Investment Management Consultant.
The first thing Jim does with clients is help them identify their short and long term financial goals. Then he develops a complete investment plan, with investments that are appropriate for their objectives and their own personal feelings about money and financial security. The best investment plan is both effective and comfortable. This allows Mr. Stark to earn the trust and support of his clients.
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