Ian Aguilar, financial advisor Jacksonville FL

Ian Aguilar

CRD Number: 5929375
Current Firm: Paragon Wealth Strategies, LLC

Ian Aguilar (CRD# 5929375) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has over 8 years of experience in the finance industry. Ian Aguilar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Paragon Wealth Strategies, LLC Jacksonville, FL Oct 2020 - Current < 1
Mellen Money Management Ponte Vedra, FL May 2019 - Current 2
B&c Financial Advisors Ponte Vedra, FL Nov 2018 - Apr 2019 < 1
Lincoln Investment Fort Washington, PA Jan 2018 - Nov 2018 < 1
Capital Analyst Jacksonville, FL Jan 2018 - Nov 2018 < 1
Ubs Financial Services In.c Ponte Vedra, FL May 2017 - Jan 2018 < 1
Bank Of America, N.a. Ponte Vedra Beach, FL Nov 2016 - May 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach, FL Aug 2012 - May 2017 4
Rollins College Winter Park, FL Nov 2011 - Aug 2012 < 1
Mosaic Wealth Management Winter Springs, FL Sep 2011 - Nov 2011 < 1
Merrill Lynch Ponte Vedra Beach, FL May 2011 - Aug 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Ian Aguilar
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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