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Alexander Mark Baloga

4J Wealth Management, LLC

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About Alexander Mark Baloga

Alexander Baloga is a registered investment advisor representative at 4J Wealth Management, LLC in Alexandria, VA. Alexander is a licensed investment advisor representative in Texas and Virginia. Alexander is a certified financial planner and has been in the financial industry for over 10 years. Alexander specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Alexander Baloga is currently registered with 4J Wealth Management, LLC. 4J Wealth Management, LLC is an Alexandria, VA-based firm that offers financial planning, portfolio management, and pension consulting services. The firm manages over $244 million in assets for 612 clients, including high-net-worth individuals, corporations, and pension plans.
4J Wealth Management, LLC

320 KING ST.

ALEXANDRIA, VA 22314

$244.95M

Assets Under Management

5

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Baloga’s Registration & Firm History

VA

01/15/2025 - Present

4J Wealth Management, LLC (ALEXANDRIA VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Mark Baloga.
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