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James Bradford Stark

Investment Adviser Representative at Impact Partnership Wealth, LLC

Milford, DECRD #1068449Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James Bradford Stark is an investment adviser representative with Impact Partnership Wealth, LLC in Milford, DE, where they have been registered since 2025. They have worked in the securities industry since 1983 and have been registered with 5 firms, including Oneascent Financial Services LLC and Insight Private Advisors, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 6 (investment company and variable products), and Series 99 (operations professional). They are registered to provide investment advice in Delaware.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Delaware

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/23/1999
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/24/1983

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Impact Partnership Wealth, LLCCurrent
3/10/2025 – Milford, DE
Oneascent Financial Services LLC
12/27/2018 – 1/29/2025Milford, DE
Insight Private Advisors, LLC
7/10/2015 – 12/10/2018Newton, NJ
LPL Financial LLC
7/27/2007 – 5/2/2016Newton, NJ
Lincoln Financial Advisors Corporation
4/19/2004 – 8/4/2007Newton, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Insight Private Advisors, LLC
    Jul 2015 – Dec 2018Newtown, NJ
  2. Purshe Kaplan Sterling Investments
    May 2016 – Jan 2025Albany, NY
  3. OneAscent Financial Services LLC
    Dec 2018 – Jan 2025Birmingham, AL
  4. Impact Partnership Wealth, LLC
    Mar 2025 – no end date reportedMarietta, GA
  5. JB Stark Financial, LLC
    Mar 2020 – no end date reportedMilford, DE

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Impact Partnership Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
91
Offices listed on AdvisorFinder:
24
Main office:
Marietta, GA
SEC file number:
801-121239

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 10, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Bradford Stark has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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James Bradford Stark (Impact Partnership Wealth)