Joshua Wright Goulding
Investment adviser representative at 4j Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$348.1MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- 4j Wealth Management, LLCSep 2018 to now
- Purshe Kaplan Sterling InvestmentsSep 2018 to now
- Guardian Life Insurance CompanyFeb 2009 to now
- Mclaughlin Ryder Investments, Inc.Feb 2012 to Sep 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
4j Wealth Management, LLC
$348.1MAssets managed
243Clients
4Advisers
8 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
- 5349401
- Firm CRD
- 297268