Heather
Jendrusch
Paragon Financial Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Heather Jendrusch is a certified financial planner based out of College Station, Texas. Jendrusch is an advisor for Paragon Financial Advisors. Their career trajectory has included roles at M C Byrd Wealth Management, LLC, Andrews Financial Services, Lpl Financial, LLC, Paragon Financial Advisors and Unitedhealth Group. Jendrusch holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Paragon Financial Advisors is a company that has its headquarters in College Station, TX. It oversees $481 million in total assets between its 1,881 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 1,881 accounts, 38% belong to high-net-worth clients who have greater than $1 million in investable assets. Paragon Financial Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial advice typically are based on which services the firm provides the client. However, fee types billed by Paragon Financial Advisors most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Paragon Financial Advisors Brokerage Details
$480,540,930
12
1,881
$255,471
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Heather Jendrusch Work History
Heather has been registered as a financial advisor for 0 years.*
Paragon Financial Advisors
Unitedhealth Group
M C Byrd Wealth Management, LLC
Lpl Financial, LLC
Andrews Financial Services
*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 Heather Jendrusch 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 Financial Advisors
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
Houston, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.