Paragon Advisors, Inc.

Paragon Advisors, Inc. (CRD# 110039) is a financial advisory firm headquartered in Shaker Heights, OH. They manage $1,004,911,000 in 83 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3401 Tuttle Road, Suite 290, Shaker Heights, OH 44122
http://www.paragonadvisors.net
By the Numbers
  • Total Assets Under Management
    1,005
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $12,107,361
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
The map below shows states where this firm has explicit registration only.

CO, FL, OH, TX

Financial Advisors at Paragon Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Christine Jemison, financial advisor Shaker Heights OH
Christine L. Jemison
CRD#: 5451961
3401 Tuttle Road, Suite 290, Shaker Heights, OH 44122

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
Joanne Stegmoyer, financial advisor Shaker Heights OH
Joanne F. Stegmoyer
CRD#: 5163348
3401 Tuttle Road, Suite 290, Shaker Heights, OH 44122

Joanne Stegmoyer (CRD# 5163348) 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
Terence Sullivan, financial advisor Shaker Heights OH
Terence C. Sullivan
CRD#: 2642168
3401 Tuttle Road, Suite 290, Shaker Heights, OH 44122

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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