Emma
Jones

Paragon Wealth Strategies, LLC

CRD#7404701
Investment Advisor
in Jacksonville, FL

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About this Advisor

Emma Jones is a financial advisor working out of Jacksonville, Florida with 2 years of industry experience. Jones is an advisor for Paragon Wealth Strategies, LLC. The advisor has gained experience at Paragon Wealth Strategies, LLC, Andover Ymca, Ksu Housing & Dining Services, Teameffort, Ksu English Department, Jcpenny, Mellen Money Management, Kansas State University, Andover Central High School and Andover Central Middle School. Jones maintains a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Florida and Texas. Paragon Wealth Strategies, LLC is an advisory company that has its headquarters in Jacksonville, FL. It has a total of 10 financial advisors. It manages $456 million in assets under management between its 1,501 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,501 client accounts, 34% are associated with high-net-worth clients who have more than $1 million in investable assets. Paragon Wealth Strategies, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees charged by Paragon Wealth Strategies, LLC may include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10245 Centurion Pkwy N. Ste. 106
Jacksonville, FL 32256

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Paragon Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$456,298,012

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

1,501

FL Average: 2,474
Average Account Size

$303,996

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Emma Jones Work History

Emma has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Paragon Wealth Strategies, LLC

2020 - 2020 (< 1 year)

Jcpenny

2020 - 2020 (< 1 year)

Mellen Money Management

2019 - 2019 (< 1 year)

Ksu Housing & Dining Services

2018 - 2019 (1 year)

Teameffort

2018 - 2019 (1 year)

Ksu English Department

2017 - 2018 (1 year)

Ksu Housing & Dining Services

2017 - 2021 (4 years)

Kansas State University

2015 - 2017 (2 years)

Andover Ymca

2013 - 2017 (4 years)

Andover Central High School

2010 - 2013 (3 years)

Andover Central Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Emma Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Paragon Wealth Strategies, LLC

Theresa Nichols
Jacksonville, FL
Jennifer King
Jacksonville, FL
Ian Aguilar
Jacksonville, FL
Michael Mikonis
Jacksonville, FL
Emma Jones
Jacksonville, FL
Scott Snider
Jacksonville, FL
Jonathan Castle
Jacksonville, FL
Michelle Ash
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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