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Justin Richard Steele

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
773 clients
Average Client Portfolio
$606K average
Assets Under Management
$468.3M

Fee Structure

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Location

1140 Highway 22 East, Suite 105, Bridgewater, NJ, 08807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Justin operates Paradigm Wealth Management, LLC and Paradigm Wealth Management Collective as DBAs for his LPL business. He also provides investment advisory services through Paradigm Wealth Advisory LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Paradigm Wealth Advisory LLC
November 2021 - Present · 4 yrs 3 mos
LPL Financial LLCBroker
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Janus Henderson DistributorsBroker
June 2010 - December 2020 · 10 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - June 2010 · 8 mos
Banc of America Investment Services, INC.
January 2009 - October 2009 · 9 mos
Banc of America Investment Services, INC.Broker
December 2008 - October 2009 · 10 mos
Columbia Management Advisors, LLC
August 2008 - December 2008 · 4 mos
Columbia Management Distributors, INC.Broker
June 2008 - December 2008 · 6 mos
State Registrations4 states
CANJPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.