JC
Jonathan Castle
from Paragon Wealth Strategies, Llc.
Jonathan Castle is a financial advisor based in Florida, Jacksonville,
with 29 years of experience. Jonathan currently works for
Paragon Wealth Strategies, Llc..
Jonathan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jonathan Castle works at Paragon Wealth Strategies, Llc.
Paragon Wealth Strategies, Llc. is a financial advisory firm based in Jacksonville, Florida. It currently has approximately $446,034,794 of assets under management and employs about 10 people. Paragon Wealth Strategies, Llc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
10245 Centurion Pkwy N., Ste. 106, Jacksonville, Florida, 32256
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