JW
CFA · CFP
JW
CFA · CFP

Joseph Kevin White

13 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

Joseph operates his LPL business through Paradigm Wealth Management LLC and Paradigm Partners LLC. He also provides investment advisory services through Paradigm Wealth Advisory LLC (full-time) and supports Paradigm Advisor Group LLC (about half his time), both independent investment advisor firms.

Employment History
Current Registrations
Paradigm Wealth Advisory LLC
April 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs
Previous Registrations
Morgan Stanley
August 2013 - March 2023 · 9 yrs 7 mos
Morgan StanleyBroker
February 2012 - March 2023 · 11 yrs 1 mo
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.