Ralph A. Jackson

FOURSTAR WEALTH ADVISORS

LOS ANGELES, CA

Some features on this profile are disabled

CRD#: 1569213

Professional summary

Ralph A. Jackson III, who also goes by Ralph A Jackson, Ralph Alvin Jackson III, Ralph Jackson III, is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Los Angeles, California.

Ralph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Ralph has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ralph A Jackson | Ralph Alvin Jackson Iii | Ralph Jackson Iii

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

* 255514 - Athletic Scholarships R US, 5900 Wilshire Blvd, #2600, Los Angeles, CA 90036, BOARD MEMBER; START DATE: 05/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; HELPS HIGH SCHOOL STUDENT ATHLETES GET COLLEGE SCHOLARSHIPS; NOT INVESTMENT RELATED; * 474432 - Rental Property, 3235 W. 111th Place, Inglewood, CA 90303, Sole Proprietor/Owner, 10/01/2008; DURING BUSINESS HOURS- .5, AFTER BUSINESS HOURS- .5; Property Management; S3Tea LLC - Austin, TX - Beverage Co., 1% investor, Start: 2021; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS-0; NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ralph A. Jackson III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 24, 2025 - Present

FOURSTAR WEALTH ADVISORS, LLC

RIA

CRD#: 169613

LOS ANGELES, CA

Past

June 1, 2009 - June 11, 2025

MORGAN STANLEY

RIA

CRD#: 149777

Los Angeles, CA

Past

June 1, 2009 - June 11, 2025

MORGAN STANLEY

CRD#: 149777

Los Angeles, CA

Past

July 31, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

LOS ANGELES, CA

Past

July 31, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

LOS ANGELES, CA

Past

January 30, 2002 - August 29, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

LOS ANGELES, CA

Past

January 18, 2002 - August 29, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LOS ANGELES, CA

Past

March 25, 1996 - January 30, 2002

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 28, 1995 - April 15, 1996

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 12, 1994 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Past

July 31, 1993 - October 17, 1994

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 22, 1991 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

July 27, 1988 - July 22, 1991

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

November 5, 1986 - September 20, 1988

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

Past

November 5, 1986 - September 20, 1988

EQUITABLE ADVISORS, LLC

CRD#: 6627

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/24/2025)

IAR

Texas
(9/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/16/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/13/1989

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/16/1988

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/3/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(312) 667-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,309
AUM (Assets Under Management)	$ 1,240,902,908

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
05/28/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ralph A. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ralph A. Jackson III's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

KIDDER, PEABODY & CO. INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

MORGAN STANLEY DW INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

FOURSTAR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/1992

Series 63

Date: 8/12/1988

SIE

Date: 10/1/2018

Series 3

Date: 3/13/1989

Series 7

Date: 7/16/1988

Series 6

Date: 11/3/1986

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOURSTAR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors