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Allison M Stark

Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Edward JonesMay 2026 to now
  2. AkedisApr 2025 to Nov 2025
  3. Diva Built & Petra BuiltNov 2024 to Feb 2025
  4. Brand Advantage LLCJan 2024 to May 2026
  5. UnemployedJul 2023 to Jan 2024
  6. Oracle NetsuiteMay 2022 to Jul 2023
  7. The FellowshipApr 2022 to May 2022
  8. UnemployedJan 2018 to Apr 2022
  9. Katy Cares Inc.Sep 2015 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8269958
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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