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JE
JE
John David Eberle
Fourstar Wealth Advisors, LLC
25 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Insurance Planning
Charitable Giving
Fourstar Wealth Advisors, LLC
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
Investment Management
Planning
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Location
130 W Liberty, #200, Wheaton, IL, 60187
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History
Regulatory History (1)
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
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Customer Dispute
June 2008
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Vivaldi Capital Management LP
February 2019 - February 2023 · 4 yrs
Fiduciary Financial Partners, LLC
February 2011 - July 2018 · 7 yrs 5 mos
J.P. Morgan Securities LLC
October 2008 - February 2011 · 2 yrs 4 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
Jpmorgan Securities INC
July 1999 - September 2006 · 7 yrs 2 mos
State Registrations
2 states
IL
TX
Advisor
Exams
No exam information available for this advisor.