Joseph White has been Managing Partner of Paradigm Investment Advisory since January 2025, is a control person of the firm and directly owns between 25% and 50% of it.
Paradigm Investment Advisory, LLC is a Bridgewater, NJ firm with $425M under management, 645 clients and 9 advisers across 4 offices, as of its October 2026 filing.
Joseph White’s longest registration was 9 years at Morgan Stanley (2013–2023). Before joining Paradigm Investment Advisory in 2026, Joseph White was registered through Paradigm Wealth Advisory LLC and Morgan Stanley.
- – present · under a yearBridgewater, NJ · Adviser representative · Firm CRD 334370
- Paradigm Wealth Advisory LLC– · 2 yearsBridgewater, NJ · Adviser representative · Firm CRD 283120
- Morgan Stanley– · 9 yearsShrewsbury, NJ · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Joseph White is registered as an investment adviser representative in New Jersey, since January 2026.
- New JerseySince 30 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 July 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 2012 |
| Series 7 | General Securities Representative Examination | 21 February 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Kevin White
- CRD
- 5957658
- Firm
- Paradigm Investment Advisory · CRD 334370
- Role
- Managing Partner
- Office
- 1140 US 22 EAST, SUITE 105, Bridgewater, NJ 08807
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joseph White work?
Joseph White has been Managing Partner of Paradigm Investment Advisory, LLC since January 2025, and is a control person of the firm.
Is Joseph White a financial advisor?
Yes. Joseph White has a current investment-adviser registration in New Jersey, through Paradigm Investment Advisory since January 2026.
How many years of experience does Joseph White have?
Joseph White has 14 years in the financial industry, since February 2012, across 3 adviser firms.
What exams has Joseph White passed?
Joseph White has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 2012. FINRA credited Joseph White with the SIE, which began in October 2018.
Where did Joseph White work before Paradigm Investment Advisory?
Before Paradigm Investment Advisory, Joseph White was registered through Morgan Stanley, August 2013 to March 2023.
Where is Joseph White based?
Joseph White’s registered office is in Bridgewater, NJ.
Is Joseph White registered with FINRA?
Yes. Joseph White has a current broker registration, under CRD 5957658.
Source: FINRA BrokerCheck
How can I verify Joseph White’s record?
Search CRD 5957658 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph White’s full registration record.
- Andrew KoltunowiczManaging Partner
- David ProvinsalManaging Director/CCO