JP
John M. Provinsal
PARADIGM WEALTH ADVISORY LLC
Bridgewater, NJ 08807
Some features on this profile are disabled
CRD#: 6021410
JP
Professional summary
John Michael Provinsal 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.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 - 08/2024 - Paradigm Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 09/17/2024 - Paradigm Wealth Advisory, LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/09/2024 - 160 Hours Per Month/ 6.5 Hours During Trading - I provide investment advisory services through Paradigm Wealth Advisory LLC, an independent investment advisor firm. I started this business activity in 9/2024. 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.
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Provinsal'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®
NoneExperience
Current
July 11, 2022 - Present
PARADIGM WEALTH ADVISORY LLC
Office #1: 1140 Highway 22 East Suite 105, Bridgewater, NJ 08807RIA
CRD#: 283120
Bridgewater, NJ
Current
April 24, 2025 - Present
LPL FINANCIAL LLC
Office #1: 1140 Highway 22 East, #103, Bridgewater, NJ 08807RIA
BD
CRD#: 6413
Bridgewater, 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
IAR
New Jersey(7/11/2022)
RR
New Jersey(7/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/24/2025
General Securities Representative ExaminationGeneral 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
