Jon Castle, Managing Partner and Chief Investment Officer of PARAGON Wealth Strategies in Jacksonville, FL, employs straightforward communication skills to distill complex concepts into easily understood ideas. 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, weightlifting, reading, and numerous outdoor activities in and around Jacksonville.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) 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.