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Joshua Wright Goulding

4J Wealth Management, LLC

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About Joshua Wright Goulding

Joshua Goulding is a financial advisor with 4J Wealth Management, LLC, a registered investment advisor. Joshua has been in the financial services industry since 2007, providing financial planning and portfolio management services to clients. Joshua is a Certified Financial Planner™ and a Chartered Financial Analyst. Joshua is also a registered representative of LPL Financial.

Firm Information

Joshua Goulding 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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Joshua Goulding’s Registration & Firm History

VA

10/08/2018 - Present

4J Wealth Management, LLC (ALEXANDRIA VA)

VA

02/17/2012 - 10/08/2018

MCLAUGHLIN RYDER INVESTMENTS, INC. (ALEXANDRIA VA)

VA

07/30/2010 - 03/16/2012

LPL FINANCIAL LLC (ALEXANDRIA VA)

MD

03/06/2009 - 08/05/2010

PARK AVENUE SECURITIES LLC (LUTHERVILLE MD)

VA

08/09/2007 - 02/24/2009

AXA ADVISORS, LLC (FALLS CHURCH VA)

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Licenses & Designations

BOTH

Issued 09/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joshua Wright Goulding. Review regulatory record here.
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