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John David Eberle

FOURSTAR WEALTH ADVISORS
WHEATON, IL
·CRD# 2311185·33 years experience

Professional Summary

John David Eberle is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Wheaton, Illinois. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

FOURSTAR WEALTH ADVISORS, LLC·CRD# 169613
RIA
130 W Liberty #200, Wheaton, IL 60187
February 8, 2023 - Present
DEBUSSY CAPITAL MANAGEMENT LP·CRD# 160150
RIA
Chicago, IL
February 21, 2019 - February 3, 2023
FIDUCIARY FINANCIAL PARTNERS, LLC·CRD# 156389
RIA
Wheaton, IL
February 22, 2011 - July 2, 2018
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Naperville, IL
October 1, 2008 - February 16, 2011
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Naperville, IL
October 1, 2008 - February 16, 2011
J.P. MORGAN SECURITIES INC.·CRD# 18718
RIA
Wheaton, IL
September 27, 2006 - October 1, 2008
J.P. MORGAN SECURITIES INC.·CRD# 18718
BD
Wheaton, IL
July 1, 2006 - October 1, 2008
BANC ONE SECURITIES CORPORATION·CRD# 16999
RIA
Wheaton, IL
July 26, 1999 - September 27, 2006
BANC ONE SECURITIES CORPORATION·CRD# 16999
BD
Wheaton, IL
February 1, 1999 - July 1, 2006
WINGSPAN INVESTMENT SERVICES·CRD# 17516
BD
Chicago, IL
February 6, 1997 - February 1, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
October 31, 1994 - February 5, 1996
GLOBAL CAPITAL SECURITIES CORPORATION·CRD# 16184
BD
Englewood, CO
October 18, 1993 - October 24, 1994
TAMARON INVESTMENTS, INC.·CRD# 14929
BD
Englewood, CO
January 14, 1993 - September 29, 1993

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Current Firm

FW
FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC | FINANCIAL PLANNING STRATEGIES

CRD#: 169613 / SEC#: 801-110467
RIA
Registered Investment Advisory firm - SEC (4/21/2017 Approved)
Illinois
Registered Investment Advisory firm - Illinois (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).

Contact Information

Main Address

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

Phone Number

(312) 667-1750

# of Employees

48

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,691

AUM (Assets Under Management)

$1,420,690,494

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/29/2025Cover PageReport
05/28/2024Cover PageReport

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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.

The advisor shows no other business activity.

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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".
FW
FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC | FINANCIAL PLANNING STRATEGIES

CRD#: 169613 / SEC#: 801-110467
RIA
Registered Investment Advisory firm - SEC (4/21/2017 Approved)
Illinois
Registered Investment Advisory firm - Illinois (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.
IAR
Illinois
(2/8/2023)
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1993About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 1993About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John David Eberle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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