Joseph Paiva, financial advisor Naples FL
93 score

Joseph Paiva

CRD Number: 5436249
Current Firm: J.p. Morgan Securities LLC

Joseph Paiva (CRD# 5436249) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Naples, FL and has over 8 years of experience in the finance industry.

Similar Advisors
Paul Marinelli, financial advisor Naples FL
Paul J. Marinelli
CRD# 4670011
Riverglades Family Offices, LLC
Score
103
Similar Advisors
J. Dak Hartsock, financial advisor Naples FL
J. Dak Hartsock
CRD# 5864610
Aci Wealth Advisors
Score
100
Similar Advisors
Matthew Mathias, financial advisor Naples FL
Matthew W. Mathias
CRD# 2523013
Mwm Investment Consulting, LLC
Score
100
Company Name Location Dates Years
J.p. Morgan Securities LLC Naples, FL Oct 2012 - Current 4
Seminole Track Camp Tallahassee, FL Dec 2013 - Sep 2015 1
Ken Harnden Camps LLC Tallahassee, FL Jun 2011 - Sep 2015 4
Chase Investment Services Corp Naples, FL Apr 2012 - Oct 2012 < 1
Suntrust Investment Services, Inc. Tallahassee, FL Oct 2007 - Mar 2012 4
Suntrust Bank, Na Tallahassee, FL May 2006 - Jun 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Joseph G. Paiva
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Joseph Paiva and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.