Paragon Wealth Strategies, LLC

Paragon Wealth Strategies, LLC (CRD# 146543) is a financial advisory firm headquartered in Jacksonville, FL. They manage $143,254,384 in 667 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $214,774
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, GA, NH, TX

Financial Advisors at Paragon Wealth Strategies, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michelle L. Ash
CRD#: 4561598
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256
103
Wealthminder
score

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.

2
Jonathan N. Castle
CRD#: 2648199
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256
96
Wealthminder
score

Jonathan Castle (CRD# 2648199) 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. 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.

3
Kristine A. D'esterhazy
CRD#: 3104387
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256
96
Wealthminder
score

Kristine D'esterhazy (CRD# 3104387) 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. Kristine D'esterhazy 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.

4
Edward J. Acker
CRD#: 5829856
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256
90
Wealthminder
score

Edward Acker (CRD# 5829856) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Edward Acker 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
Karen L. Rasmussen
CRD#: 6324521
10245 Centurion Pkwy N., Ste. 106, Jacksonville, FL 32256
87
Wealthminder
score

Karen Rasmussen (CRD# 6324521) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has 1 year of experience in the finance industry.

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