Jonathan Carender (CRD# 7297163) is an Investment Advisor Representative working at Paragon Investing, LLC in Royal Oak, MI and has over 3 years of experience in the finance industry. Jonathan Carender 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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paragon Investing, LLC | Royal Oak, MI | Oct 2020 - Current | 3 |
| Tks Industrial Company | Troy, MI | Jun 2014 - Oct 2020 | 6 |
| Scio Software | Royal Oak, MI | Jan 2015 - Apr 2020 | 5 |
| Mubea | Auburn Hills, MI | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- MI
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Total Assets Under Management66MILLIONS
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Total Number of Accounts276ACCOUNTS
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Average Account Value$238,576
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MI
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