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Jeffrey Michael Sciscilo

4J WEALTH MANAGEMENT, LLC·ALEXANDRIA, Virginia
SIE, Series 7, Series 63, Series 65, Series 99TOCFPCFAClean record20 years registered4J WEALTH MANAGEMENT, LLC
320 KING ST., ALEXANDRIA, VA 22314CRD# 4986459Firm CRD# 297268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Sciscilo · ALEXANDRIA, VA
Registration
CRD #4986459 · 4J WEALTH MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

Oct 2018present
PURSHE KAPLAN STERLING INVESTMENTS
Sep 2018present
Feb 2016Oct 2018
ALEXANDRIA, VA
MCLAUGHLIN RYDER ADVISORY SERVICES, LLC
Mar 2012Feb 2016
ALEXANDRIA, VA
Mar 2010Apr 2012
ALEXANDRIA, VA
Oct 2008Mar 2010
ALEXANDRIA, VA
Oct 2005May 2007
ALEXANDRIA, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 99TO
Registration record
First registered · October 19, 2005
Years registered · 20
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
4J WEALTH MANAGEMENT, LLC
CRD 297268 · SEC 801-113972
AUM
$245M
Regulatory assets under management
Employees
5
612 client accounts
Services offered by 4J WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Jeffrey Michael Sciscilo offer?
Jeffrey Michael Sciscilo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Jeffrey Michael Sciscilo's credentials?
Jeffrey Michael Sciscilo holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey Michael Sciscilo located?
Jeffrey Michael Sciscilo is based in ALEXANDRIA, Virginia, working with 4J WEALTH MANAGEMENT, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Jeffrey Michael Sciscilo charge for services?
Jeffrey Michael Sciscilo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 4J WEALTH MANAGEMENT, LLC?
4J WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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