Jon Castle, Managing Partner and Chief Investment Officer of PARAGON Wealth Strategies 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.
Mr. Castle graduated 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 heading up our Investment Committee, Jon specializes in retirement planning, estate planning, retirement plan and IRA rollover strategies, pension lump sum options, and Roth conversion strategies. 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 teaches comprehensive retirement planning courses held at University of North Florida. He has also been a frequent 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.
Jon is a member of NAPFA, and the Financial Planning Association (FPA). He grew up in Virginia, is married, and has two children. In his free time, Jon enjoys activities with his children, weightlifting, staying fit, 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.