Michael Mikonis, financial advisor Jacksonville FL

Michael Mikonis

CRD Number: 5209104
Current Firm: Paragon Wealth Strategies, LLC

Michael Mikonis (CRD# 5209104) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has over 10 years of experience in the finance industry. Michael Mikonis 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 Jan 2017 - Current 4
Lpl Financial Woodbury, NY Jun 2010 - Dec 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Michael M. Mikonis
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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