Jonathan N. Castle

Jonathan N. Castle

| MSFS, CFP®

Paragon Wealth Strategies, LLC

(904) 861-0093

Contact Me

"Our Job is to make YOUR Job... OPTIONAL!"

Specialties

  • Wealth Management
  • Retirement Income Planning
  • Tax Planning
  • Estate Planning
  • Business Planning

Website

Our Other NAPFA Members

Visit Us

10245 Centurion Pkwy N
Suite 106
Jacksonville, FL 32256

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jonathan Castle is a Managing Partner and the Chief Investment Officer of PARAGON Wealth Strategies, LLC.  serving Jacksonville, FL and all surrounding areas. 

With over 22 years of experience in financial planning, investment management, and working directly with retirement age clients, Jon has observed this approach allows clients to feel more successful, because they understand their strategies, make decisions confidently, and are able to focus on what’s really important in their lives.

Mr. Castle graduated in 1989 from the United States Military Academy at West Point and served as an Armored Cavalry officer and helicopter pilot in the U.S. Army until he entered the financial services industry in 1995.  He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Master's Degree in Financial Services (MSFS).  He has completed the curriculum and earned two retired designations - the ChFC® (Chartered Financial Consultant) and CSA (Certified Senior Advisor) designations.  In addition to setting the strategic direction of the firm and chairing our Investment Committee, Jon specializes in estate planning (Wealth Transfer) concepts.  Jon was the author of the Community Column “WealthGuards” for the Florida Times-Union, the co-host of the popular call-in financial talk radio show, “Financial Feud,” and is an instructor for "The Retirement Continuum" course held bi-annually at the University of North Florida.  He has also been a guest lecturer on wealth preservation topics at the Florida Coastal School of Law and on business aspects of the financial industry at large at the University of North Florida.

Mr. Castle is a member of NAPFA and the Financial Planning Association (FPA).  He grew up in Virginia, is married, and has two nearly-adult children. In his free time, Jon enjoys activities with his children, mountain hiking, Wing Chun Kung Fu, weightlifting, reading, and working outside.    

"Our job is to make YOUR job... OPTIONAL!"

www.WealthGuards.com

Jonathan Castle is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Jon Castle, Managing Partner and Chief Investment Officer of PARAGON Wealth Strategies, a fee-only wealth management firm in Jacksonville, FL, enjoys using 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.

Please Note:  PARAGON does not offer HOURLY rate services or "one-off" financial plans for a one-time project fee.  PARAGON Wealth Strategies provides comprehensive wealth management services - including all investment management, financial planning, tax planning, estate planning, and retirement income planning as a core offering of a comprehensive wealth management relationship. 

After offering an hourly fee option in the past, and watching those clients struggle and lag behind our other clients in virtually every area of financial success, we eliminated that service option.  In our opinion, the hourly model and "one-off" financial plans significantly distracts our team's focus from delivering an extraordinary service and investment experience to all clients, all the time.

Please visit PARAGON's website for a detailed discussion of service models available.

 

Read More...

We founded PARAGON Wealth Strategies with the goal of creating a cost effective alternative to the abuses, conflicts of interest, inexperience, and poor levels of service that many clients report they receive at the leading Wall Street firms or retail outlets.  We strive to be the optimal financial firm for clients who desire objective, holistic wealth management, without proprietary influence, delivered by a team of highly credentialed financial professionals who care about them as individuals.  Professional excellence, concern, sensitivity, and diligent oversight are PARAGON’s core values.

Our Commitment to you is one of honesty and service.  We have an unmatched capacity for hard work, and a down-to-earth, practical approach with pragmatic advice intended to maximize your odds of achieving your goals.  We recognize that you have worked hard developing your own career; we work equally as hard developing ours. We are committed to enabling our clients to enjoy their lives while their financial affairs are managed by an independent, credentialed, objective team of professionals who can bring nearly every financial resource to the table in support of that goal.

Please Note:  PARAGON does not offer HOURLY rate services or "one-off" financial plans for a one-time project fee.  PARAGON Wealth Strategies provides comprehensive wealth management services - including all investment management, financial planning, tax planning, estate planning, and retirement income planning as a core offering of a comprehensive wealth management relationship. 

After offering an hourly fee option in the past, and watching those clients struggle and lag behind our other clients in virtually every area of financial success, we eliminated that service option.  In our opinion, the hourly model and "one-off" financial plans significantly distracts our team's focus from delivering an extraordinary service and investment experience to all clients, all the time.

Please visit PARAGON's website for a detailed discussion of service models available.

Read More...