Alexander Mark Baloga

Employer firm

Valuewealth Services, LLC CRD 304049

$319M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2024 → 01/2026
  4J Wealth Management, Llc
  Alexandria, VA
• 08/2017 → 05/2020
  Swarthmore College
  Swarthmore, PA
• 06/2016 → 07/2017
  Unemployed
  Towson, MD
• 05/2020 → 05/2023
  Rochester Medical School
  Rochester, NY
• 05/2023 → 07/2024
  Flaum Eye Institute
  Rochester, NY
• 08/2024 → 10/2024
  The Ellerson Group
  Annapolis, MD
• 04/2026 → Present
  Valuewealth Services
  Annapolis, MD

Previous Registrations

• 2025-01-15 → 2026-01-12
  4J Wealth Management, Llc
  Mclean, VA
  Arlington, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-23

Other Names

• Alex Baloga
• Alexander Baloga