4J Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
4J Wealth Management primarily serves individual investors and retirement plans, offering financial planning and both discretionary and non-discretionary investment management. The firm reports about $348 million in regulatory assets under management, works with roughly 243 client relationships, and provides services through asset-based advisory arrangements as well as legacy fixed-fee engagements.
The firm describes a client-focused, fiduciary approach that emphasizes knowing each client, ongoing portfolio supervision, and multi‑style portfolio construction (including strategic, dynamic, tactical and core‑satellite asset allocation). Investment analysis methods disclosed include fundamental, quantitative, sector and cyclical analysis with duration constraints, and the firm supplements advice with estate‑planning visualization tools and templates via a third‑party vendor (Vanilla) while retaining human review of recommendations.
Distinctive features in the brochure include a regular public and client education program—educational seminars offered six times per year with a stated $49 per household fee—and the explicit integration of third‑party estate‑planning software (including SOC 2 Type II security assurances) into its planning workflow. The firm also discloses formal controls around the use of AI tools (an AI policy and pre‑approval/review processes) and cautions clients that automated outputs are reviewed by advisors and that certain services (e.g., legal document review) require independent counsel.
Client services
Expertise
Fee options
$0+: Variable based on objective and subjective factors, not explicitly tiered +: Generally up to 1.00% annually for most clients (including retirement plan consulting, which will not exceed 1.00%)
Representatives may earn commissions from securities sales and insurance products, separate from advisory fees.
Hourly fees charged for initial financial planning and consultations; specific rate not stated.
Fee-only: Percentage of assets under management, generally up to 1.00%
Main office
1355 Beverly Rd, Suite 310
McLean VA 22101
Advisors at this office
4
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jennifer H
ChFC®, Series 66
McLean, VA
4J Wealth Management, LLC
Jennifer Hutton is a financial advisor at 4J Wealth Management, LLC in McLean, VA, holding the ChFC® designation and Series 66 license with 23 years of industry experience. She worked previously at McLaughlin Ryder Investments, Inc. for six years before joining 4J Wealth Management in 2018. 4J Wealth Management serves individual investors and retirement plans, providing financial planning and investment management services through both discretionary and non-discretionary arrangements. The firm employs a fiduciary approach that includes multi-style portfolio construction, regular client education seminars, and integrates third-party estate-planning software with human review.
Jeffrey S
CFP®, CFA®, Series 63, Series 65
McLean, VA
4J Wealth Management, LLC
Jeffrey Sciscilo Jr. is a CFP® and CFA® with 19 years of experience in the financial industry. He has worked at 4J Wealth Management 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 tailored to client needs. 4J Wealth Management serves individual investors and retirement plans, offering financial planning and both discretionary and non-discretionary investment management. The firm employs a client-focused, fiduciary approach with a multi-style portfolio construction methodology and supplements its services with estate-planning visualization tools and formal AI review processes.
Joshua G
CFP®, CFA®, Series 66
McLean, VA
4J Wealth Management, LLC
Joshua Goulding is a CFP® and CFA® with 19 years of experience in the financial services industry. He is currently a partner at 4J Wealth Management, LLC, where he has worked since 2018. Prior to this, he worked at Purshe Kaplan Sterling Investments and McLaughlin Ryder Investments, Inc., and has been associated with Guardian Life Insurance Company since 2009. He also maintains a role as an independent insurance agent, providing fixed and traditional insurance products. 4J Wealth Management primarily serves individual investors and retirement plans, offering financial planning alongside discretionary and non-discretionary investment management. The firm emphasizes a client-focused fiduciary approach with multi-style portfolio construction and integrates third-party estate-planning software into its planning process.
Joseph B
Series 65
McLean, VA
4J Wealth Management, LLC
Joseph Berenato is a financial advisor at 4J Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and has prior work history with Fairfax County Public Schools, Towson University, Montgomery County Community College, and Berenato & White, LLC. 4J Wealth Management primarily serves individual investors and retirement plans, offering financial planning and both discretionary and non-discretionary investment management. The firm employs a fiduciary approach with multi-style portfolio construction and integrates estate-planning tools and AI-supported review processes into its advisory services.
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