Joseph Kevin White
Investment adviser representative at Paradigm Investment Advisory, LLC
25 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$425.1MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Paradigm Investment Advisory, LLCJan 2026 to now
- LPL Financial LLCFeb 2023 to now
- Paradigm Advisor Group, LLCMar 2023 to Jan 2026
- Morgan Stanley Private Bank, N.A.Mar 2018 to Feb 2023
- Morgan StanleyFeb 2012 to Mar 2023
- SchoolNov 2001 to Feb 2023
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Paradigm Investment Advisory, LLC
$425.1MAssets managed
645Clients
9Advisers
1 yearIn 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
- 5957658
- Firm CRD
- 334370