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4J Wealth Management, LLC

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Client assets under management

$342,336,061

Clients

243

50% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

61

Typical

Average account size

$1,408,790

About

4J Wealth Management is a fee-based, fiduciary registered investment adviser that serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting, and reporting services. The firm operates as a four-advisor team and discloses regulatory assets under management of approximately $348 million.

The firm’s investment process emphasizes diversified asset allocation and the use of mutual funds, ETFs, separately managed account programs, and individual securities, supported by fundamental, quantitative, sector, cyclical analysis and duration management to align portfolios with client objectives. 4J integrates ongoing financial planning into advisory relationships, provides oversight of outside SMA managers when used, and discloses the limited use of AI tools under a formal policy with human review of AI-generated output.

Noteworthy compared with many peers, the firm maintains a multi-office structure despite its small advisor count and runs regular public and client educational seminars, features that the brochure identifies as less common for similar team firms. The brochure also highlights ERISA trustee and participant-directed retirement plan services, a stated position that it does not recommend cryptocurrencies, and ongoing operational relationships with a custodian and an affiliated broker-dealer that support the firm’s service delivery.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing

Fee options

Fixed

Legacy fixed fee services available only to existing clients; Educational seminars cost $49 per household.

Commissions

Representatives may accept commissions for the sale of securities or other investment products, including trail fees from mutual funds.

Project-based

Hourly fees apply for initial financial planning engagements and extraordinary planning/consulting services, specific amounts not stated.

Main office location

4J Wealth Management, LLC

1355 Beverly Rd, Suite 310

Mclean VA 22101, United States

Number of offices

5

Most active in

District of Columbia · Florida · Louisiana · Maryland · New Hampshire · North Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jennifer H

ChFC®, Series 66

Mclean, VA

4J Wealth Management, LLC

Jennifer Hutton is a financial advisor with 23 years of industry experience, currently serving at 4J Wealth Management, LLC since 2018. She holds the ChFC® designation and Series 66 license. Prior to joining 4J Wealth Management, she worked at McLaughlin Ryder Investments, Inc. from 2012 to 2018. 4J Wealth Management advises individual and high-net-worth clients as well as retirement plans, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-method investment approach, utilizing mutual funds, ETFs, and separately managed accounts, and operates six offices with a focus on ongoing portfolio monitoring and client education.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing
user avatar

Jeffrey S

CFP®, CFA®, Series 63, Series 65

Mclean, VA

4J Wealth Management, LLC

Jeffrey Sciscilo is a CFP® and CFA® with 18 years of industry experience. He is a partner at 4J Wealth Management, LLC, where he has worked since 2018, and previously spent six years at McLaughlin Ryder Investments, Inc. In addition to his advisory role, he is an independent insurance agent providing insurance advice to clients. 4J Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering financial planning, investment management, and retirement plan consulting. The firm employs a multi-method investment approach and manages approximately $294 million across 228 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing
user avatar

Joshua G

CFP®, CFA®, Series 66

Mclean, VA

4J Wealth Management, LLC

Joshua Goulding is a financial advisor at 4J Wealth Management, LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining 4J Wealth Management in 2018, he worked at McLaughlin Ryder Investments and Guardian Life Insurance Company. Goulding also works as an independent insurance agent, providing fixed and traditional insurance based on client needs. 4J Wealth Management advises individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary and non-discretionary investment management, and retirement plan consulting. The firm employs a multi-method investment approach and manages approximately $294 million across about 228 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing
user avatar

Joseph B

Series 65

Mclean, VA

4J Wealth Management, LLC

Joseph Berenato is a financial advisor at 4J Wealth Management, LLC in Vienna, VA, holding a Series 65 designation with one year of industry experience. Prior to joining 4J Wealth Management, he worked in various educational roles including positions at Fairfax County Public Schools, Towson University, and Montgomery County Community College, as well as at Berenato & White, LLC. 4J Wealth Management advises individual and high-net-worth clients along with retirement plans, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-method investment approach and manages approximately $294 million across about 228 client relationships, operating six offices and offering public educational seminars several times a year.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing
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