Dylan Jones
Paragon Management · Lexington, Kentucky
Dylan Jones is a fee-only financial advisor at Paragon Management in Lexington, Kentucky. Dylan focuses on retirement planning, estate & legacy planning and tax planning. Paragon Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Dylan →
Specialties
Who they serve
- High earners
Facts
| Firm | Paragon Management |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $457.9M across 711 accounts |
| SEC registration | Investment adviser representative in KY, TX · CRD 7816672 |
| Exams passed | Series 66 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.paragonmgmt.com |
| Profile |
Request an introduction to Dylan
Tell Dylan a little about what you're looking for. Dylan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dylan
Is Dylan Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dylan holds no broker registration, and Paragon Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dylan charge for financial advice?
Dylan's firm, Paragon Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dylan Jones based?
Dylan Jones is based in Lexington, Kentucky.
What does Dylan specialize in?
Dylan's specialties include retirement planning, estate & legacy planning and tax planning. Dylan works with high earners.
Is Dylan Jones registered with the SEC?
Yes. Dylan Jones is registered as an investment adviser representative in KY and TX (CRD 7816672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paragon Management manage?
Paragon Management reports $457.9M across 711 accounts in assets under management.
How do I contact Dylan Jones?
Through Dylan's website, www.paragonmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Paragon Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.