Joshua
Paletta
Whitaker-Myers Wealth Managers, LTD
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About this Advisor
Joshua Paletta is a financial advisor working in Mansfield, Ohio. Paletta is on the advisory team at Whitaker-Myers Wealth Managers, LTD. During their career, the advisor has held roles at Jpmorgan Chase Bank N.A, J.D Paletta & Associates LLC, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, J. D. Paletta & Associates, LLC, Almanack Investment Partners, Whitaker Myers Wealth Managers, Whitaker-Myers Wealth Managers, LTD and The Huntignton Investment Company. Paletta holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to advise clients in Kansas. Whitaker-Myers Wealth Managers, LTD is a registered investment company that has its headquarters in Mansfield, OH. The company has offices in 19 locations and a total of 17 advisors. It handles $313 million in assets under management among its 5,690 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 5,690 customer accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. Whitaker-Myers Wealth Managers, LTD offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually depend on the type of services offered. However, fees billed by Whitaker-Myers Wealth Managers, LTD likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whitaker-Myers Wealth Managers, LTD Brokerage Details
$313,280,725
17
5,690
$55,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Joshua Paletta Work History
Joshua has been registered as a financial advisor for 0 years.*
Whitaker Myers Wealth Managers
Whitaker-Myers Wealth Managers, LTD
J. D. Paletta & Associates, LLC
Almanack Investment Partners
Jpmorgan Chase Bank, N.A
The Huntignton Investment Company
J.P. Morgan Securities LLC
Jpmorgan Chase Bank N.A
J.D Paletta & Associates LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Paletta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Whitaker-Myers Wealth Managers, LTD
Mansfield, OH
Wooster, OH
Wooster, OH
Wooster, OH
Mansfield, OH
Mansfield, OH
Wooster, OH
Mansfield, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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