Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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

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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.

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Employment History
Current Registrations
4j Wealth Management, LLC
January 2025 - Present · 1 yr 1 mo
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.