Jeffrey M. Sciscilo
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Sciscilo JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
October 8, 2018 - Present
4J WEALTH MANAGEMENT, LLC
Office #2: 1355 Beverly Rd Suite 310, Mclean, VA 22101September 12, 2018 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1355 Beverly Road Suite 310, Mclean, VA 22101February 16, 2016 - October 8, 2018
MCLAUGHLIN RYDER INVESTMENTS, INC.
March 19, 2012 - February 16, 2016
MCLAUGHLIN RYDER ADVISORY SERVICES, LLC
February 17, 2012 - October 8, 2018
MCLAUGHLIN RYDER INVESTMENTS, INC.
March 11, 2010 - April 10, 2012
CAMPBELL WEALTH MANAGEMENT, INC.
November 20, 2008 - March 13, 2012
LPL FINANCIAL LLC
October 14, 2008 - March 10, 2010
LPL FINANCIAL LLC
October 19, 2005 - May 3, 2007
FOXHALL CAPITAL MANAGEMENT, INC.
Primary Firm SEC Registration
4J WEALTH MANAGEMENT, LLC
CRD#: 297268 / SEC#: 801-113972
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/11/2022)
(9/12/2018)
(9/12/2018)
(9/12/2018)
(9/12/2018)
(9/12/2018)
(9/13/2018)
(9/1/2021)
(9/12/2018)
(9/12/2018)
(9/12/2018)
(9/7/2021)
(9/12/2018)
(10/8/2018)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
4J WEALTH MANAGEMENT, LLC
CRD#: 297268 / SEC#: 801-113972
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 724 |
| AUM (Assets Under Management) | $ 294,051,825 |
Red Flags
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