Unclaimed Profile

Joshua Wright Goulding

4J WEALTH MANAGEMENT, LLC·ALEXANDRIA, Virginia

SIE, Series 7, Series 66CFP CFA18 years registered4J WEALTH MANAGEMENT, LLC

320 KING ST., ALEXANDRIA, VA 22314CRD# 5349401Firm CRD# 297268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Wright Goulding · ALEXANDRIA, VA

Registration

CRD #5349401 · 4J WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

4J WEALTH MANAGEMENT, LLC

Oct 2018 – present

MCLAUGHLIN RYDER INVESTMENTS, INC.

Feb 2016 – Oct 2018

ALEXANDRIA, VA

MCLAUGHLIN RYDER ADVISORY SERVICES, LLC

Mar 2012 – Feb 2016

ALEXANDRIA, VA

CAMPBELL WEALTH MANAGEMENT, INC.

Oct 2010 – Apr 2012

ALEXANDRIA, VA

PARK AVENUE SECURITIES LLC

Mar 2009 – Aug 2010

LUTHERVILLE, MD

AXA ADVISORS, LLC

Sep 2007 – Feb 2009

FALLS CHURCH, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 13, 2007

Years registered · 18

Professional designations · CFP, CFA

Disclosure History

2011Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

4J WEALTH MANAGEMENT, LLC

CRD 297268 · SEC 801-113972

AUM

$245M

Regulatory assets under management

Employees

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

View all advisors at 4J WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Wright Goulding offer?

Joshua Wright Goulding specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Joshua Wright Goulding's credentials?

Joshua Wright Goulding holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joshua Wright Goulding located?

Joshua Wright Goulding 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 Joshua Wright Goulding charge for services?

Joshua Wright Goulding'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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