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Joseph William Berenato

4J Wealth Management, LLC

Vienna, VA

Mclean, VA

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Current Employers
4J Wealth Management, Llc

1355 Beverly Rd Suite 310, Mclean, VA 22101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-15
VA RA APPROVED 2025-01-15
  • TX RA
    APPROVED
    Since 2025-01-15
  • VA RA
    APPROVED
    Since 2025-01-15

Branch Locations

Vienna, VA • United States

1355 Beverly Rd Suite 310, Mclean, VA 22101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
4J Wealth Management, Llc Alexandria VA 09/2024 Present
Fairfax County Public Schools Fairfax VA 06/2021 07/2024
Berenato & White, Llc Bethesda MD 11/2015 06/2021
Towson University Towson MD 08/2019 05/2021
Montgomery County Community College Rockville MD 08/2016 06/2019
  • 09/2024 → Present
    4J Wealth Management, Llc
    Alexandria, VA
  • 06/2021 → 07/2024
    Fairfax County Public Schools
    Fairfax, VA
  • 11/2015 → 06/2021
    Berenato & White, Llc
    Bethesda, MD
  • 08/2019 → 05/2021
    Towson University
    Towson, MD
  • 08/2016 → 06/2019
    Montgomery County Community College
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09
Other Names
  • Joseph Berenato

View on SEC IAPD

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