Jonathan N. Castle, MSFS, CFP®
Paragon Wealth Strategies, LLC
10245 Centurion Pkwy Ste 106
(904) 861 0093
Jon Castle, Managing Partner and Chief Investment Officer of PARAGON Wealth Strategies, is recognized as an astute money manager and highly skilled financial advisor. Jon uses straightforward communication skills to distill complex concepts into easily understood ideas. This approach allows clients to feel more successful, because they focus on what’s really important in their lives.
Mr. Castle graduated from the United States Military Academy at West Point and served as an officer in the U.S. Army until he entered the financial services industry in 1995. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant Designation. He specializes in retirement planning, estate planning, retirement plan and IRA rollover and Roth conversion strategies, multigenerational wealth transfer techniques for high net worth clients and retiring business owners. Jon is the author of the Community Column “WealthGuards” for the Florida Times-Union, was the co-host of the popular call-in financial talk radio show, “Financial Feud,” and teaches comprehensive retirement planning courses held at University of North Florida. He is also a frequent guest lecturer on wealth preservation topics at the Florida Coastal School of Law.