JW
Joseph K. White
PARADIGM WEALTH ADVISORY LLC
Bridgewater, NJ 08807
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CRD#: 5957658
JW
Professional summary
Joseph Kevin White, CFP®, who also goes by Joseph K White, is a registered financial advisor currently at PARADIGM WEALTH ADVISORY LLC located in Bridgewater, New Jersey and LPL FINANCIAL LLC located in Bridgewater, New Jersey.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Joseph has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph K White
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 02/10/2023 - Paradigm Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 09/19/2023 - Paradigm Wealth Advisory LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/06/2023 - 160 Hours per Month/ 6 Hours During Trading - I provide investment advisory services through Paradigm Wealth Advisory LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 02/06/2025 - Paradigm Advisor Group LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/02/2025 -80 Hrs/Mth - 80 Hrs During Trading.I have ownership stake and provide support to [Paradigm Advisor Group LLC], an independent investment advisor firm. I started this business activity in [01/2025]. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 02/03/2025 - Paradigm Partners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s). - Start Date:01/02/2025 - 80 Hrs/Mth - 80 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Kevin White's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 4, 2023 - Present
PARADIGM WEALTH ADVISORY LLC
Office #1: 1140 Highway 22 East Suite 105, Bridgewater, NJ 08807RIA
CRD#: 283120
Bridgewater, NJ
Current
February 15, 2023 - Present
LPL FINANCIAL LLC
Office #1: 1140 Highway 22 East, #103, Bridgewater, NJ 08807RIA
BD
CRD#: 6413
Bridgewater, NJ
Past
August 2, 2013 - March 2, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Shrewsbury, NJ
Past
February 22, 2012 - March 2, 2023
MORGAN STANLEY
BD
CRD#: 149777
Shrewsbury, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PARADIGM WEALTH ADVISORY LLC
PARADIGM WEALTH ADVISORY LLC | PW ADVISORS
CRD#: 283120 / SEC#: 801-107403
RIA
Registered Investment Advisory firm - (3/23/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Jersey(2/15/2023)
IAR
New Jersey(4/4/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PARADIGM WEALTH ADVISORY LLC
PARADIGM WEALTH ADVISORY LLC | PW ADVISORS
CRD#: 283120 / SEC#: 801-107403
RIA
Registered Investment Advisory firm - (3/23/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1140 Highway 22 East Suite 105, Bridgewater, NJ 08807
Mailing Address
Phone number
(908) 450-7402
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,521 |
| AUM (Assets Under Management) | $ 468,284,162 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
