Joshua W. Goulding

4J WEALTH MANAGEMENT

MCLEAN, VA

Some features on this profile are disabled

CRD#: 5349401

Professional summary

Joshua Wright Goulding, CFP® is a registered financial advisor currently at 4J WEALTH MANAGEMENT, LLC located in Mclean, Virginia and PURSHE KAPLAN STERLING INVESTMENTS located in Mclean, Virginia.

Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Joshua has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Provided insurance based on needs of clients. Started 02/2009. Approximately 4 hours per month, 1 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Wright Goulding'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

October 8, 2018 - Present

4J WEALTH MANAGEMENT, LLC

Office #2: 1355 Beverly Rd Suite 310, Mclean, VA 22101

RIA

CRD#: 297268

MCLEAN, VA

Current

September 12, 2018 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 1355 Beverly Road Suite 310, Mclean, VA 22101

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.

CRD#: 147529

ALEXANDRIA, VA

Past

October 12, 2010 - April 10, 2012

CAMPBELL WEALTH MANAGEMENT, INC.

RIA

CRD#: 152956

ALEXANDRIA, VA

Past

July 30, 2010 - March 16, 2012

LPL FINANCIAL LLC

CRD#: 6413

ALEXANDRIA, VA

Past

March 11, 2009 - August 5, 2010

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

LUTHERVILLE, MD

Past

March 6, 2009 - August 5, 2010

PARK AVENUE SECURITIES LLC

CRD#: 46173

LUTHERVILLE, MD

Past

September 13, 2007 - February 24, 2009

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FALLS CHURCH, VA

Past

August 9, 2007 - February 24, 2009

EQUITABLE ADVISORS, LLC

CRD#: 6627

FALLS CHURCH, 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".

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.

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

Arizona
(11/11/2022)

California
(9/12/2018)

District of Columbia
(9/12/2018)

Florida
(9/12/2018)

Maryland
(9/12/2018)

New York
(9/12/2018)

North Carolina
(9/12/2018)

Pennsylvania
(9/1/2021)

South Carolina
(9/12/2018)

Tennessee
(9/12/2018)

Texas
(9/12/2018)

IAR

Texas
(9/7/2021)

Virginia
(9/12/2018)

IAR

Virginia
(10/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/12/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

4J WEALTH MANAGEMENT, LLC

CRD#: 297268 / SEC#: 801-113972

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (9 States and Territories)

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 Accounts	724
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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joshua W. Goulding

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Wright Goulding's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MCLAUGHLIN RYDER INVESTMENTS, INC.

MCLAUGHLIN RYDER ADVISORY SERVICES, LLC

MCLAUGHLIN RYDER INVESTMENTS, INC.

CAMPBELL WEALTH MANAGEMENT, INC.

LPL FINANCIAL LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

4J WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/12/2007

SIE

Date: 10/1/2018

Series 7

Date: 8/7/2007

FINRA

Current Firm

4J WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

4J WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors