Paragon Wealth Strategies, LLC

Paragon Wealth Strategies, LLC (CRD# 146543) is a financial advisory firm headquartered in Jacksonville, FL. They manage $456,298,012 in 1,501 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    456
    MILLION
  • Total Number of Accounts
    1,501
    ACCOUNTS
  • Average Account Value
    $303,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NH, NV, OH, SC, TX, VA

Financial Advisors at Paragon Wealth Strategies, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Ian M. Aguilar
CRD#: 5929375
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256

Ian Aguilar (CRD# 5929375) 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. 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.

2
Christopher Anderson
CRD#: 4481244
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256

Christopher Anderson (CRD# 4481244) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has over 21 years of experience in the finance industry.

3
Michelle L. Ash
CRD#: 4561598
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256

As a planner, Michelle believes in a holistic approach to helping clients plan and live their dreams. She feels that the better she can help a client to mesh their life dreams with their finances, the more successful, and fulfilling, their retirement journey will be. Critical to a client's success is the integration of planning to address some of retirees' greatest worries: how to plan for health care and its expenses, long term care issues, events that may occur in retirement. This approach is what she brings to The Retirement Continuum™ courses to help attendees maximize retirement success.

In private practice, Ms. Ash specializes in retirement planning, comprehensive wealth management, planning 
issues such as pension valuations and tax issues. When not working with clients, Ms. Ash has conducted 
educational courses on retirement planning through the University of North Florida’s LearnJax program since 2007. She has also served as an Adjunct Professor with Florida State College at Jacksonville, teaching courses on various financial matters, and co-hosted the radio show "Financial Feud. She is a CERTIFIED FINANCIAL PLANNER™ professional, and also holds two advanced designations available only to advisors who have already hold the CFP®
certification - the CASL® designation - Chartered Advisor for Senior Living (CASL®) and the Retirement Income Chartered Professional (RICP) designation from from The American College.  

Michelle is a 1995 graduate from the University of Louisville in Kentucky,receiving Magna Cum Laude accolades. She began her career in financial planning in 1998. She is also a member of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA), an exclusive membership of fee-only financial planners. In her free time, Michelle enjoys time with her husband, their two children, and her cat, “Dilly”. She is a fitness fanatic who enjoys many fitness activities, including spinning, yoga, and running, and other hobbies of nutrition, clean-cuisine cooking, and traveling.

4
Jonathan N. Castle
CRD#: 2648199
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256

Jonathan Castle (CRD# 2648199) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has over 28 years of experience in the finance industry. Jonathan Castle 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.

5
Jennifer G. King
CRD#: 4311398
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256

Jennifer King (CRD# 4311398) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has over 17 years of experience in the finance industry. Jennifer King 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.

6
Michael M. Mikonis
CRD#: 5209104
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256

Michael Mikonis (CRD# 5209104) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has over 13 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.

7
Scott W. Snider
CRD#: 4916509
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256

Scott Snider (CRD# 4916509) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has over 16 years of experience in the finance industry. Scott Snider 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.

8
Emma R. Jones
CRD#: 7404701
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256

Emma Jones (CRD# 7404701) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has over 2 years of experience in the finance industry.

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