Jonathan Carender
Paragon Investing · Detroit, Michigan
Jonathan Carender is a fee-only financial advisor at Paragon Investing in Detroit, Michigan, who holds the CFP credential. Jonathan charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum).
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Who they serve
- Ultra high net worth
Facts
| Firm | Paragon Investing |
|---|---|
| Based in | Detroit, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $138.2M across 445 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, MI, MO · CRD 7297163 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.paragoninvesting.com |
| Profile |
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Questions about Jonathan
Is Jonathan Carender a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Paragon Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan charges a percentage of assets.
How much does Jonathan charge?
According to Paragon Investing's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Jonathan Carender based?
Jonathan Carender is based in Detroit, Michigan.
What credentials does Jonathan Carender hold?
Jonathan Carender holds the CFP credential.
Is Jonathan Carender registered with the SEC?
Yes. Jonathan Carender is registered as an investment adviser representative in CA, LA, MI and MO (CRD 7297163), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paragon Investing manage?
Paragon Investing reports $138.2M across 445 accounts in assets under management.
How do I contact Jonathan Carender?
Through Jonathan's website, www.paragoninvesting.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 Investing 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.
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