Jay Ratterman
Paragon Capital Management · Denver, Colorado
Jay Ratterman is a fee-only financial advisor at Paragon Capital Management in Denver, Colorado, who holds the CFA credential. Paragon Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Paragon Capital Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.32B across 984 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 7664846 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.paragoncapitalco.com |
How Jay's firm compares
- Paragon Capital Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 984 accounts).
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Questions about Jay
Is Jay Ratterman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Paragon Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Paragon Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay Ratterman based?
Jay Ratterman is based in Denver, Colorado.
What credentials does Jay Ratterman hold?
Jay Ratterman holds the CFA credential.
Is Jay Ratterman registered with the SEC?
Yes. Jay Ratterman is registered as an investment adviser representative in CO and TX (CRD 7664846), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paragon Capital Management manage?
Paragon Capital Management reports $1.32B across 984 accounts in assets under management.
How do I contact Jay Ratterman?
Through Jay's website, www.paragoncapitalco.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
- 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.
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