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Joseph K White

Paradigm Wealth Advisory LLC

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About Joseph K White

Joseph K. White is a financial advisor with over 11 years of experience in the industry. Joseph is a Certified Financial Planner and a Chartered Financial Analyst. Joseph is currently registered with Paradigm Wealth Advisory LLC, an independent investment advisor firm, and LPL Financial. Joseph's firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Joseph's firm has approximately $356 million in assets under management.

Firm Information

Joseph White is currently registered with Paradigm Wealth Advisory LLC. Paradigm Wealth Advisory LLC is a registered investment advisor headquartered in Bridgewater, NJ. The firm provides financial planning, portfolio management for individuals and businesses, and educational seminars. They manage approximately $356,126,149 in assets for a total of 2,137 accounts. They have a team of 12 investment advisor representatives and offer services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The firm also participates in wrap fee programs.
Paradigm Wealth Advisory LLC

1140 HIGHWAY 22 EAST

BRIDGEWATER, NJ 08807

$356.13M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph White’s Registration & Firm History

NJ

04/04/2023 - Present

Paradigm Wealth Advisory LLC (BRIDGEWATER NJ)

NJ

02/22/2012 - 03/02/2023

MORGAN STANLEY (Shrewsbury NJ)

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Licenses & Designations

IA

Issued 07/24/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph K White.
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