Advisors at this firm
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.
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.
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.
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.