John
Provinsal

Paradigm Wealth Advisory LLC

CRD#6021410
Investment Advisor
in Bridgewater, NJ

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About this Advisor

John Provinsal is a financial advisor based in Bridgewater, New Jersey, working with Paradigm Wealth Advisory LLC. John has previously held positions at Northwestern Mutual Life Insurance Company, Mass Mutual Nj-Nyc, Western Pest Services, Capital One Bank, Pnc Bank, and Paradigm Wealth Advisory, LLC. John has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, John is part of Paradigm Wealth Advisory LLC, which operates out of Bridgewater, New Jersey. The firm has 3 offices and 16 employees. The firm manages assets totaling $356.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Paradigm Wealth Advisory LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1140 Highway 22 East Suite 105
Bridgewater, NJ 08807

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Paradigm Wealth Advisory LLC Brokerage Details

Total Assets Under Management

$356,126,149

NJ Average: $10,121,009,343
Total Number of Employees

16

NJ Average: 92
Total Number of Accounts

2,137

NJ Average: 6,978
Average Account Size

$166,648

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

John Provinsal Work History

2022 - Present (2 years)

Paradigm Wealth Advisory, LLC

2017 - 2022 (5 years)

Pnc Bank

2016 - 2017 (1 year)

Capital One Bank

2015 - 2016 (1 year)

Western Pest Services

2014 - 2014 (< 1 year)

Northwestern Mutual Life Insurance Company

2014 - 2015 (1 year)

Mass Mutual Nj-Nyc

Disclosures

Please visit the SEC profile of John Provinsal 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 Paradigm Wealth Advisory LLC

John Provinsal
Bridgewater, NJ
Ryan Grady
Bridgewater, NJ
Sara Gill
Bridgewater, NJ
Timothy Mccarthy
Avon, CT
Michelle Giegerich
Bridgewater, NJ
Justin Steele
Bridgewater, NJ
David Provinsal
Bridgewater, NJ
Susan Davies
Avon, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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