JP
JP

Joseph Paiva

18 Years of Experience
Naples, FL
Broker

Joseph Paiva is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Joseph is an officer of Incredible Speed, LLC, involved in sales/marketing, and an investor/officer in Recruitflo, LLC, focusing on marketing and app creation, dedicating minimal time and about 10-20% of his time respectively. He is also an officer of 2100 Gulf Shore, LLC, owning rental property since July 2024.

Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - September 2022 · 9 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2022 · 9 yrs 11 mos
Chase Investment Services CORP.
May 2012 - October 2012 · 5 mos
Chase Investment Services CORP.Broker
April 2012 - October 2012 · 6 mos
Suntrust Investment Services, INC.
December 2008 - April 2012 · 3 yrs 4 mos
Suntrust Investment Services, INC.Broker
November 2007 - April 2012 · 4 yrs 5 mos
State Registrations40 states
ALARAZCACTDCDEFLGAIAILINKSKYMAMDMEMIMNMOMSNCNHNJNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.