Joshua Goulding
Joshua Goulding is a CFA, CFP-designated registered investment advisor at 4j Wealth Management, LLC, based in Mclean, VA, with 18 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 228 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
4J Wealth Management's annual fee is a percentage of your portfolio, determined quarterly based on the market value of your assets at the end of the previous quarter. The fee is debited directly from your account. If you terminate the agreement, you'll receive a refund for any unearned portion of the fee. The firm prices its services based on various factors, so similar clients could pay different fees. The firm uses mutual funds and exchange traded funds for client portfolios, and clients will incur charges imposed at the fund level.
Location
1355 Beverly Rd, Suite 310, Mclean, VA, 22101
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Joshua is a partner at 4J Wealth Management, a registered investment advisor, dedicating full-time hours to financial planning, portfolio management, and client advice. He is also an independent insurance agent, providing fixed/traditional insurance based on client needs, dedicating minimal time to this activity.
Employment History
Current Registrations
4j Wealth Management, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Mclaughlin Ryder Investments, INC.
Mclaughlin Ryder Advisory Services, LLC
Mclaughlin Ryder Investments, INC.Broker
Campbell Wealth Management, INC.
LPL Financial LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.