Jonathan Castle, financial advisor Jacksonville FL

Jonathan Castle

CRD Number: 2648199
Current Firm: Paragon Wealth Strategies, LLC

Jonathan Castle (CRD# 2648199) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has over 24 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.

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Professional Designations
Company Name Location Dates Years
Paragon Wealth Strategies, LLC Jacksonville, FL Apr 2008 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Jonathan N. Castle
Phone Number: 904-861-0093
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    294
    MILLIONS
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $992,875
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
Types of Clients
Registered States

FL, GA, NC, NH, TX, VA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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