TrueAdvisor
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JW
CFA · CFP
JW
CFA · CFP

Joseph White

Paradigm Investment Advisory, LLC
14 Years of Experience
Bridgewater, NJ
Broker
View SEC Summary
View SEC Summary

Joseph White is a CFA, CFP-designated registered investment advisor at Paradigm Investment Advisory, LLC, based in Bridgewater, NJ, with 14 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 645 clients with $430M in assets under management.

Paradigm Investment Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
645 clients
Average Client Portfolio
$659K average
Assets Under Management
$425.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual advisory fees range from 0.25% to 1.75% depending on asset level, complexity, and relationship size. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1140 Us 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 Investment Advisory, LLC
January 2026 - Present · 9 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Paradigm Wealth Advisory LLC
April 2023 - February 2026 · 2 yrs 10 mos
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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