
JIM STARK, CFP®, CEPA®, AAMS™, CRPS™
I was raised in a small Oklahoma town by loving parents who spent their working lives in the public-school system. I am a product of the church, classroom and ballfields of my youth. I spent two decades working in the commercial insurance industry in three different states before I found my true calling as a financial advisor for Edward Jones in 2014. Since joining the firm, I have committed myself to academic excellence by gaining three industry designations and a master's in personal financial planning.
Our branch office in downtown Marble Falls serves clients all across America. Elise and Jodi run the office like a well-oiled machine. We enjoy the work we do, and we enjoy working with each other in a team environment. We take our work very seriously and even more so when working with the elderly, widows and widowers. We have personal relationships up and down the family tree with our clients, sometimes extending four generations. Our working relationships with CPAs and attorneys are also very important to our clients' financial outcomes.
We service a number of foundations, trusts and 401(k) plans. Our clients should expect to have a strategy in place to address an untimely death, disability and the cost of long-term care expenses. Charity-minded clients enjoy gifting appreciated assets either directly or deferred through their own donor-advised fund.
My wife, Kristy, is the assistant city manager for the city of Boerne, TX. I serve as the president elect of The Marble Falls Passport Rotary Club and serve my fellow Edward Jones peers as solutions system coach. Kristy and I enjoy the challenge of our work, but we also enjoy spending downtime with our dog, Bounce. We love to travel, especially to Maui and to the Rocky Mountains.
I was raised in a small Oklahoma town by loving parents who spent their working lives in the public-school system. I am a product of the church, classroom and ballfields of my youth. I spent two decades working in the commercial insurance industry in three different states before I found my true calling as a financial advisor for Edward Jones in 2014. Since joining the firm, I have committed myself to academic excellence by gaining three industry designations and a master's in personal financial planning.
Our branch office in downtown Marble Falls serves clients all across America. Elise and Jodi run the office like a well-oiled machine. We enjoy the work we do, and we enjoy working with each other in a team environment. We take our work very seriously and even more so when working with the elderly, widows and widowers. We have personal relationships up and down the family tree with our clients, sometimes extending four generations. Our working relationships with CPAs and attorneys are also very important to our clients' financial outcomes.
We service a number of foundations, trusts and 401(k) plans. Our clients should expect to have a strategy in place to address an untimely death, disability and the cost of long-term care expenses. Charity-minded clients enjoy gifting appreciated assets either directly or deferred through their own donor-advised fund.
My wife, Kristy, is the assistant city manager for the city of Boerne, TX. I serve as the president elect of The Marble Falls Passport Rotary Club and serve my fellow Edward Jones peers as solutions system coach. Kristy and I enjoy the challenge of our work, but we also enjoy spending downtime with our dog, Bounce. We love to travel, especially to Maui and to the Rocky Mountains.
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- Website:
https://edwardjones.com/jim-stark - Phone: +18306937984
- Email:
jim.stark@edwardjones.com - City: Marble Falls
- State: Texas
- Postal Code: 78654
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
JIM STARK, CFP®, CEPA®, AAMS™, CRPS™

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

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2024 Webinar Series

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

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Case Study: CEPA and EOS

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Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
