Joshua D Paletta
Investment adviser representative at Lexaurum Advisors
18 yearsExperience
2 statesRegistered in
$1.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Lexaurum Advisors, LLCSep 2025 to now
- Whitaker-myers Wealth Managers, Ltd.Mar 2023 to now
- Almanack Investment PartnersAug 2021 to Mar 2023
- J. D. Paletta & Associates, LLCSep 2020 to Apr 2024
- The Huntington Investment CompanyMay 2018 to Sep 2020
- J.P. Morgan Securities LLCOct 2012 to May 2018
- JPMorgan Chase Bank, N.A.Nov 2008 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5619728
- Firm CRD
- 283653