Paragon Advisors, Inc.

Paragon Advisors, Inc. (CRD# 110039) is a financial advisory firm headquartered in Shaker Heights, OH. They manage $403,000,000 in 72 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    403
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $5,597,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, OH, TX

Financial Advisors at Paragon Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Christine L. Jemison
CRD#: 5451961
20820 Chagrin Blvd, Chagrin Corporate Center, Suite 300, Shaker Heights, OH 44122
87
Wealthminder
score

Christine Jemison (CRD# 5451961) is an Investment Advisor Representative working at Paragon Advisors, Inc. in Shaker Heights, OH and has 1 year of experience in the finance industry.

2
Terence C. Sullivan
CRD#: 2642168
20820 Chagrin Blvd, Chagrin Corporate Center, Suite 300, Shaker Heights, OH 44122
87
Wealthminder
score

Terence Sullivan (CRD# 2642168) is an Investment Advisor Representative working at Paragon Advisors, Inc. in Shaker Heights, OH and has 1 year of experience in the finance industry.

3
Scott J. Swain
CRD#: 4009245
20820 Chagrin Blvd, Chagrin Corporate Center, Suite 300, Shaker Heights, OH 44122
87
Wealthminder
score

Scott Swain (CRD# 4009245) is an Investment Advisor Representative working at Paragon Advisors, Inc. in Shaker Heights, OH and has 1 year of experience in the finance industry.

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