John Burke Balcerzak
Investment adviser representative at A4 Wealth Advisors LLC
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$213.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Sunset Cove Enterprises LLCNov 2020 to now
- A4 Wealth Advisors LLCApr 2010 to now
- Jbb Holdings, LLCDec 2007 to now
- World Wide Financial Solutions, LLC dba A4 Insurance SolutionsJan 2000 to now
- High Tech Lending, IncAug 2018 to Jan 2020
- Gradient Investments, LLCJul 2010 to Dec 2022
- Formulafolio Investments, LLCJul 2010 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
A4 Wealth Advisors LLC
$213.7MAssets managed
587Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2902873
- Firm CRD
- 152397