Emma SchumannCRD Number: 7404701
Current Firm: Paragon Wealth Strategies, LLC
Emma Schumann (CRD# 7404701) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has 1 year of experience in the finance industry.
Ameriprise Financial Services, LLC
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Paragon Wealth Strategies, LLC||Jacksonville, FL||Jul 2021 - Current||< 1|
|Kansas State University||Manhattan, KS||Aug 2017 - May 2021||3|
|Jcpenny||Manhattan, KS||Aug 2020 - Nov 2020||< 1|
|Mellen Money Management||Ponte Vedra, FL||May 2020 - Jul 2020||< 1|
|Ksu Housing & Dining Services||Manhattan, KS||Jan 2019 - Dec 2019||< 1|
|Ksu English Department||Manhattan, KS||Jan 2018 - Dec 2019||1|
|Teameffort||Jacksonville, FL||May 2018 - Jul 2019||1|
|Ksu Housing & Dining Services||Manhattan, KS||Oct 2017 - May 2018||< 1|
|Andover Ymca||Andover, KS||Aug 2015 - Aug 2017||2|
|Andover Central High School||Andover, KS||Aug 2013 - May 2017||3|
|Andover Central Middle School||Andover, KS||Aug 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2021|
Total Assets Under Management468MILLIONS
Total Number of Accounts1,264ACCOUNTS
Average Account Value$370,009
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, FL, GA, NC, NH, OH, TX, VA
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