# Paladin Retirement Advisors

> Paladin Retirement Advisors is a state-registered investment advisory firm in Newtown, PA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 333662
- Filed as: PALADIN RETIREMENT ADVISORS
- Legal name: JSBJ Enterprises, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333662
- AdvisorCensus page: https://advisorcensus.com/firm/paladin-retirement-advisors-newtown-pa-333662

## Quick answers

**How is Paladin Retirement Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Paladin Retirement Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Paladin Retirement Advisors located?**
Paladin Retirement Advisors' principal office is in Newtown, PA, according to its Form ADV.

**Is Paladin Retirement Advisors registered with the SEC or a state?**
Paladin Retirement Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333662.

**How much does Paladin Retirement Advisors manage?**
Paladin Retirement Advisors reports $11,648,914 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (100% discretionary).

**What types of clients does Paladin Retirement Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (2).

**Does Paladin Retirement Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333662

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,648,914
- Discretionary: $11,648,914
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $9,267,808 |
| High net worth individuals | 2 | $2,381,106 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- retirepaladin.com
- Facebook @jeffrey.beyer.56
- LinkedIn @jeffreybeyer

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paladin Retirement Advisors (CRD 333662): Form ADV filing data as of October 2026.