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John Joseph Walsh

Fourstar Wealth Advisors, LLC

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About John Joseph Walsh

John Joseph Walsh is a financial advisor with over 15 years of experience in the industry. John is registered with Fourstar Wealth Advisors, LLC in Chicago, Illinois. John previously worked at Oppenheimer & Co. Inc., Morgan Stanley, Newedge USA, LLC, and Newedge Financial Inc. John holds Series 66, Series 7 and SIE licenses. John has a broad range of experience serving high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.

Firm Information

John Walsh is currently registered with Fourstar Wealth Advisors, LLC. Fourstar Wealth Advisors, LLC is an investment advisory firm based in Chicago, IL. The firm has 19 licensed agents and 39 investment adviser representatives and manages over $1 billion in assets. They provide a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals, pooled investment vehicles, and pension and profit-sharing plans. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
Fourstar Wealth Advisors, LLC

1 N. LASALLE STREET

CHICAGO, IL 60602

$1.02B

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Walsh’s Registration & Firm History

IL

07/07/2021 - Present

Fourstar Wealth Advisors, LLC (CHICAGO IL)

IL

12/06/2016 - 06/25/2021

OPPENHEIMER & CO. INC. (CHICAGO IL)

IL

07/26/2013 - 04/22/2015

MORGAN STANLEY (DEERFIELD IL)

IL

09/01/2008 - 10/19/2009

NEWEDGE USA, LLC (CHICAGO IL)

IL

08/10/2000 - 09/01/2008

NEWEDGE FINANCIAL INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph Walsh.
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