Emma
Jones
Paragon Wealth Strategies, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Paragon Wealth Strategies, LLC Brokerage Details
$456,298,012
10
1,501
$303,996
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.*
Paragon Wealth Strategies, LLC
Jcpenny
Mellen Money Management
Ksu Housing & Dining Services
Teameffort
Ksu English Department
Ksu Housing & Dining Services
Kansas State University
Andover Ymca
Andover Central High School
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
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
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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