Jonathan Castle, MSFS, CFP®
Einstein said, “if you can’t explain it simply… you don’t understand it well enough.”
That’s Jon’s motto.
With over 24 years of experience in financial planning, investment management, and working directly with retirement age clients, Jon believes a simple, straightforward way of explaining things (often with upside-down drawings) help clients be more successful, because they understand their strategies, make decisions confidently, and then go on to focus on what’s really important in their lives - enjoying retirement and family.
Jon 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). 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, has been featured in Kiplinger, on WOKV and Fox4, the Jax Business Journal, was 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 adult children. In his free time, Jon enjoys activities with his family, mountain hiking, weightlifting, reading, and walking the beach with his wife (no, really, it’s true). He also quite diligently studies, practices, and sometimes instructs, the Leung Sheung lineage of Wing Chun Kung Fu. Occasionally, he goes running… but only when he has to, and will often complain about it afterwards.
View full disclosure about Jon's background, licensing, employment, and professional contact at BrightScope.com. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Advisory Services Provided by Paragon Wealth Strategies, LLC, a registered investment adviser.