• Jon is a Certified Financial Planner™ and Series 65, Registered Investment Advisor. He has 15 years of experience with 11+ years in wealth management.
• His specialties include advising high-net-worth families and corporations on investment decisions, designing custom portfolios using private & alternative investments, and risk mitigation strategies using options and derivatives.
• 5+ years at Paragon Investing. After co-founding Paragon in October 2020, he now manages portfolios for 100+ families.
• Prior to Paragon, Jon worked for 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.
• 4 years of experience at Crowd Clarity, a quant start-up developing novel prediction markets and using 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.
• He lives in Royal Oak, Michigan with his wife Laura and their son Henrik. In his spare time, Jon enjoys playing ice hockey and helps run a local men's league.

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