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Jeffrey Michael Sciscilo JR

Jeffrey M. Sciscilo

4J WEALTH MANAGEMENT
NOKESVILLE, VA
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CRD#: 4986459
Jeffrey Michael Sciscilo JR

Professional summary


Jeffrey Michael Sciscilo JR, CFA, CFP®, who also goes by Jeff Michael Sciscilo Jr., Jeffrey Michael Sciscilo Jr., Jeffrey Michael Sciscilo, is a registered financial advisor currently at 4J WEALTH MANAGEMENT, LLC located in Nokesville, Virginia and PURSHE KAPLAN STERLING INVESTMENTS located in Mclean, Virginia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeffrey has worked at 7 firms and has passed the Series 63, Series 65, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jeff Michael Sciscilo Jr. | Jeffrey Michael Sciscilo Jr. | Jeffrey Michael Sciscilo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 4J Wealth Management. Investment Related. At registered location. RIA. Partner. 9/2018. 160 hours per month, all during trading. Financial planning, manage portfolios, client advice. 2. Independent Insurance Agent. Investment-related. At registered location. Fixed/Traditional Insurance. Start date 02/2012. Approximately 2 hours per month, all during securities trading hours. Provide insurance advice based on needs of clients.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jeffrey Michael Sciscilo JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA
CFP®

Start date: 2021

Experience


Current

October 8, 2018 - Present

4J WEALTH MANAGEMENT, LLC

Office #2: 1355 Beverly Rd Suite 310, Mclean, VA 22101
RIA
CRD#: 297268
NOKESVILLE, VA
Current

September 12, 2018 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 1355 Beverly Road Suite 310, Mclean, VA 22101
BD
CRD#: 35747
McLean, VA
Past

February 16, 2016 - October 8, 2018

MCLAUGHLIN RYDER INVESTMENTS, INC.

RIA
CRD#: 147529
ALEXANDRIA, VA
Past

March 19, 2012 - February 16, 2016

MCLAUGHLIN RYDER ADVISORY SERVICES, LLC

RIA
CRD#: 153668
ALEXANDRIA, VA
Past

February 17, 2012 - October 8, 2018

MCLAUGHLIN RYDER INVESTMENTS, INC.

BD
CRD#: 147529
ALEXANDRIA, VA
Past

March 11, 2010 - April 10, 2012

CAMPBELL WEALTH MANAGEMENT, INC.

RIA
CRD#: 152956
ALEXANDRIA, VA
Past

November 20, 2008 - March 13, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
ALEXANDRIA, VA
Past

October 14, 2008 - March 10, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
ALEXANDRIA, VA
Past

October 19, 2005 - May 3, 2007

FOXHALL CAPITAL MANAGEMENT, INC.

RIA
CRD#: 104866
ALEXANDRIA, VA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
4W
4J WEALTH MANAGEMENT, LLC
4J WEALTH MANAGEMENT, LLC

CRD#: 297268 / SEC#: 801-113972

RIA
Registered Investment Advisory firm - (9/12/2018 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(11/11/2022)
RR
California
(9/12/2018)
RR
District of Columbia
(9/12/2018)
RR
Florida
(9/12/2018)
RR
Maryland
(9/12/2018)
RR
New York
(9/12/2018)
RR
North Carolina
(9/13/2018)
RR
Pennsylvania
(9/1/2021)
RR
South Carolina
(9/12/2018)
RR
Tennessee
(9/12/2018)
RR
Texas
(9/12/2018)
IAR
Texas
(9/7/2021)
RR
Virginia
(9/12/2018)
IAR
Virginia
(10/8/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 12/1/2008
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/18/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


4W
4J WEALTH MANAGEMENT, LLC
4J WEALTH MANAGEMENT, LLC

CRD#: 297268 / SEC#: 801-113972

RIA
Registered Investment Advisory firm - (9/12/2018 Approved)
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Contact information


Main Address
1355 Beverly Rd Suite 310, Mclean, VA 22101
Mailing Address
Phone number
(703) 566-9573
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (9/29/2025)

Regulatory assets under management


Total Number of Accounts724
AUM (Assets Under Management)$ 294,051,825

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


4J WEALTH MANAGEMENT, LLC

CRD#: 297268Nokesville, VA

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