Emma Schumann, financial advisor Jacksonville FL

Emma Schumann

CRD 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.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
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
Contact Info for Emma R. Schumann
Phone Number: 904-861-0093
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    468
    MILLIONS
  • Total Number of Accounts
    1,264
    ACCOUNTS
  • Average Account Value
    $370,009
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, GA, NC, NH, OH, TX, VA

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