Jennifer KingCRD Number: 4311398
Current Firm: Paragon Wealth Strategies, LLC
Jennifer King (CRD# 4311398) 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. 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.
Paragon Wealth Strategies, LLC
Marian Financial Services Inc.
Independent Financial Partners
|Paragon Wealth Strategies, LLC||Jacksonville, FL||Mar 2018 - Current||2|
|Bb&t Securities, LLC||Saint Augustine, FL||Jan 2018 - Feb 2018||< 1|
|Bb&t Bank||Jacksonville, FL||Jun 2014 - Feb 2018||3|
|Bbtis||Charlotte, NC||Jun 2014 - Feb 2018||3|
|Unemployed||Saint Augustine, FL||Jan 2014 - Jun 2014||< 1|
|Professional Womens Council||Jacksonville, FL||Jan 2013 - Jan 2014||1|
|Waddell & Reed, Inc.||Jacksonville, FL||Jul 2012 - Jan 2014||1|
|Various Insurance Carriers For W&r Insurance Agencies||Saint Augustine, FL||Jul 2012 - Jan 2014||1|
|Unemployed||Saint Augustine, FL||Feb 2012 - Jul 2012||< 1|
|Axa Advisors||New York, NY||Nov 2009 - Feb 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management294MILLIONS
Total Number of Accounts296ACCOUNTS
Average Account Value$992,875
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, NC, NH, TX, VA
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