Jennifer
King
Paragon Wealth Strategies, LLC
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About this Advisor
Jennifer King is a certified financial planner working in Jacksonville, Florida with 5 years of relevant experience. King is currently employed by Paragon Wealth Strategies, LLC. The advisor has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Professional Womens Council, Bb&T Bank, Bbtis, Bb&T Securities, LLC and Paragon Wealth Strategies, LLC. King holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas. Paragon Wealth Strategies, LLC is a company headquartered in Jacksonville, FL. The investment advisory business has a total of 10 advisors. It administers $456 million in assets between its 1,501 accounts, making it one of the larger firms in the country by assets under management. Of its 1,501 client accounts, 34% are held by high-net-worth individuals who have at least $1 million in investable assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically vary depending on which service is offered. However, fees charged by Paragon Wealth Strategies, LLC can be comprised 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
Jennifer King Work History
Jennifer has been registered as a financial advisor for 5 years.*
Paragon Wealth Strategies, LLC
Bb&T Securities, LLC
Bb&T Bank
Bbtis
Professional Womens Council
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*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 Jennifer King 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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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.
