# PARAGON WEALTH STRATEGIES, LLC.

PARAGON WEALTH STRATEGIES, LLC. of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 146543
- Type: SEC-registered investment adviser
- SEC file number: 801-79640
- Location: 10245 CENTURION PKWY N., STE. 106, JACKSONVILLE, FL, 32256
- Phone: 904-861-0093
- Latest filing: 2023-12-07
- Regulatory AUM: $456.3M
- Discretionary AUM: $446.0M
- Non-discretionary AUM: $10.3M
- Clients: 10
- Accounts: 1,501

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| CASTLE JONATHAN NEAL | MANAGING PARTNER/CHIEF INVESTMENT OFFICER; MEMBER/MANAGER; PRESIDENT | — |
| ASH MICHELLE LYNNE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING PARTNER/CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER/MEMBER (+1 more) | — |
| RASMUSSEN KAREN L | MEMBER; VP CLIENT RELATIONS | — |
| SNIDER SCOTT WESLEY | PARTNER | — |
| RASMUSSEN KAREN LYNN | VP CLIENT RELATIONS | — |
| AGUILAR IAN MARCELLO | PARTNER | — |
| AGUILAR IAN | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146543/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146543/similar
- Related entities: https://search.stillhousedata.com/firm/146543/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146543

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.