RJ
RJ

Ralph Jackson

39 Years of Experience
Chicago, IL
8 Disclosures

Ralph Jackson is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Chicago, IL, with 39 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,314 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$944K average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)

FourStar Wealth Advisors offers investment management services for an annual fee based on the amount of assets they manage. The fee can be a graduated scale, a flat fee, or a combination, depending on your needs. Flat fees are based on the complexity of your situation. Fees may also be charged hourly ($200-$500/hour) or on a project basis. The annual fee is charged quarterly, in advance, based on the market value of your investments on the last day of the previous billing period.

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Location

1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602

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History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2025
Settled
Employment Separation After Allegations
May 2025
Investigation
February 2025
Customer Dispute
January 2020
Settled
Customer Dispute
November 2014
Settled
Customer Dispute
June 2013
Settled
Customer Dispute
August 2008
Closed-No Action
Customer Dispute
August 1999
Settled
Other Business Activities

Ralph is a board member of Athletic Scholarships R US, helping high school athletes get college scholarships, and owns rental property. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
June 2025 - Present · 11 mos
Previous Registrations
Morgan Stanley
June 2009 - June 2025 · 16 yrs
Morgan StanleyBroker
June 2009 - June 2025 · 16 yrs
Morgan Stanley & CO. IncorporatedBroker
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
UBS Financial Services INC.
January 2002 - August 2008 · 6 yrs 7 mos
UBS Financial Services INC.Broker
January 2002 - August 2008 · 6 yrs 7 mos
Salomon Smith Barney INC.Broker
March 1996 - January 2002 · 5 yrs 10 mos
Painewebber IncorporatedBroker
January 1995 - April 1996 · 1 yr 3 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1994 - January 1995 · 3 mos
Smith Barney INC.Broker
July 1993 - October 1994 · 1 yr 3 mos
Lehman Brothers INC.Broker
July 1991 - July 1993 · 2 yrs
Dean Witter Reynolds INC.Broker
July 1988 - July 1991 · 3 yrs
The Equitable Life Assurance Society of the United StatesBroker
November 1986 - September 1988 · 1 yr 10 mos
Equico Securities, INC.Broker
November 1986 - September 1988 · 1 yr 10 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.