Joshua Paletta (CRD# 5619728) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 15 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whitaker Myers Wealth Managers | Mansfield, OH | Mar 2023 - Current | 1 |
| Whitaker-myers Wealth Managers, Ltd. | Overland Park, KS | Mar 2023 - Current | 1 |
| J. D. Paletta & Associates, LLC | Paola, KS | Sep 2020 - Current | 3 |
| Almanack Investment Partners | Wayne, PA | Aug 2021 - Mar 2023 | 1 |
| The Huntignton Investment Company | Lansing, MI | May 2018 - Sep 2020 | 2 |
| Jpmorgan Chase Bank, N.a. | Okemos, MI | Jan 2018 - May 2018 | < 1 |
| J.p. Morgan Securities LLC | Plymouth, MI | Oct 2012 - May 2018 | 5 |
| Jpmorgan Chase Bank N.a. | New Hudson, MI | Nov 2008 - May 2018 | 9 |
| J.d Paletta & Associates LLC | South Lyon, MI | Dec 2005 - Jun 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- KS
- TX
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Total Assets Under Management513MILLIONS
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Total Number of Accounts7,714ACCOUNTS
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Average Account Value$66,506
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, FL, GA, IL, IN, KS, KY, LA, MD, MI, MS, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WV
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