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AB

Alexander M. Baloga

4J WEALTH MANAGEMENT
ARLINGTON, VA
Some features on this profile are disabled
CRD#: 7996463
AB

Professional summary

Alexander Mark Baloga, who also goes by Alex Baloga, Alexander Baloga, is a registered financial advisor currently at 4J WEALTH MANAGEMENT, LLC located in Arlington, Virginia.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Alexander has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Baloga | Alexander Baloga

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Mark Baloga'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®
None

Experience

Current

January 15, 2025 - Present

4J WEALTH MANAGEMENT, LLC

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

Highlighted states indicate IAR registrations

IAR
Texas
(1/15/2025)
IAR
Virginia
(1/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/23/2024
Uniform Investment Adviser Law Examination

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 297268Arlington, VA

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