Joshua
Paletta
Whitaker-Myers Wealth Managers, LTD
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About this Advisor
Joshua Paletta is a financial advisor based in Mansfield, Ohio, working with Whitaker-Myers Wealth Managers, LTD. Joshua has previously held positions at Jpmorgan Chase Bank N.A, 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. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Joshua is part of Whitaker-Myers Wealth Managers, LTD, which operates out of Mansfield, Ohio. The firm has 22 offices and 22 employees. The firm manages assets totaling $513.0 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, pension consulting services, selection of other advisers, and other services. The fee structure at Whitaker-Myers Wealth Managers, LTD includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Whitaker-Myers Wealth Managers, LTD Brokerage Details
$513,028,918
22
7,714
$66,506
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
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
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
Wooster, OH
Mansfield, OH
Mansfield, OH
Wooster, OH
Mansfield, OH
Mansfield, OH
Wooster, OH
Mansfield, OH
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