JW
JW

John Joseph Walsh

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$944K average
Assets Under Management
$1.2B

Fee Structure

Loading...

Location

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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

John is a registered representative at Fourstar Wealth Advisors, LLC. He dedicates nearly full-time hours to this role, receiving compensation in the form of salary plus bonus.

Employment History
Current Registrations
Realta Equities, INC.Broker
October 2022 - Present · 3 yrs 4 mos
Fourstar Wealth Advisors, LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
December 2016 - June 2021 · 4 yrs 6 mos
Oppenheimer & CO. INC.
December 2016 - June 2021 · 4 yrs 6 mos
Morgan Stanley
August 2013 - April 2015 · 1 yr 8 mos
Morgan StanleyBroker
July 2013 - April 2015 · 1 yr 9 mos
Newedge USA, LLCBroker
September 2008 - October 2009 · 1 yr 1 mo
Newedge Financial INC.Broker
August 2000 - September 2008 · 8 yrs 1 mo
State Registrations10 states
CADEILMDNMNVPAUTVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.