Jennifer Rose Hutton

ChFC

4j Wealth Management, LLC

22 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning

4j Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

228 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$294.1M

Fee Structure

Location

1355 Beverly Rd, Suite 310, Mclean, VA, 22101

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

4j Wealth Management, LLC

September 2018 - Present · 7 yrs 5 mos

Previous Registrations

Mclaughlin Ryder Investments, INC.Broker

February 2012 - October 2018 · 6 yrs 8 mos

LPL Financial LLCBroker

March 2006 - March 2012 · 6 yrs

Linsco/private Ledger CORP.Broker

April 2002 - January 2005 · 2 yrs 9 mos

Raymond James & Associates, INC.Broker

October 2001 - January 2002 · 3 mos

State Registrations2 states

TXVA

Advisor

Exams

No exam information available for this advisor.