Joseph William Berenato
Investment adviser representative at 4j Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$348.1MFirm assets
8 yearsFirm in business
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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
11 years in the industry.
- 4j Wealth Management, LLCSep 2024 to now
- Fairfax County Public SchoolsJun 2021 to Jul 2024
- Towson UniversityAug 2019 to May 2021
- Montgomery County Community CollegeAug 2016 to Jun 2019
- Berenato & White, LLCNov 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7983434
- Firm CRD
- 297268