• Series 65, Registered Investment Advisor
• CERTIFIED FINANCIAL PLANNER™ Professional
• Co-founded Paragon in October 2020
• Prior to Paragon, Jon worked for six (6) years at Verde Capital Management, an SEC-registered RIA managing over $300M in assets. At Verde, he developed proprietary investment software to track risk & return metrics for Verde's model portfolios.
• Four (4) years of experience at Crowd Clarity, a quant start-up using prediction markets and Google trends data to trade consumer discretionary equities & options.
• Jonathan holds a BS from the University of Michigan, graduating summa cum laude on a full-ride scholarship with a joint business/engineering degree, including minors in economics, entrepreneurship, and physics.
• Jonathan has experience advising high net worth families and corporations on investment decisions, designing custom portfolios, quant software development, and risk mitigation using options and derivatives.
• He lives in Royal Oak, Michigan with his wife Laura and their son Henrik. In his spare time, Jon enjoys playing hockey.

Learn About Corey Wangler, Chief Investment Officer

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