Jon Castle Location
Jacksonville, FL, US
Jon Castle Work
- 2023 - now Senior Wealth Advisor @ Mercer Advisors
- 2007 - 2023 Managing Partner and CEO @ PARAGON Wealth Strategies, LLC
- 2004 - 2007 Regional Vice President @ Householder Group Estate & Retirement Specialists, LLC
- 1995 - 2004 Branch Manager @ First Command Financial Services, Inc.
- 1989 - 1995 Cavalry Officer @ US Army
Jon Castle Education
- American College
Master of Science (Financial Services)
2009 - 2013 - College of Financial Planning
CFP (Financial Services)
2000 - 2011 - United States Military Academy at West Point
Bachelor of Science
1985 - 1989
Jon Castle Skills
- Leadership
- Retirement Planning
- Financial Planning
- Investments
- Wealth Management
- Management
- Finance
- Strategic Planning
- Financial Services
- Investment Advisory
Jon Castle Summary
Jon Castle, based in Jacksonville, FL, US, is currently a Senior Wealth Advisor at Mercer Advisors. Jon Castle brings experience from previous roles at PARAGON Wealth Strategies, LLC, Householder Group, First Command Financial Planning and US Army. Jon Castle holds a 2009 - 2013 Master of Science in Financial Services @ American College. With a robust skill set that includes Leadership, Retirement Planning, Financial Planning, Investments, Wealth Management and more. Jon Castle has 1 emails and 1 mobile phone numbers on RocketReach.
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