Jonathan N. Castle

In working with clients, Jon uses entertaining and straightforward communication skills to distill complex concepts into easily understood ideas. His motto is “If you can’t explain it simply, you don’t understand it well enough!” Jon graduated from the United States Military Academy at West Point and served as an Armored Cavalry officer until entering the financial services industry in 1995. He is a CERTIFIED FINANCIAL PLANNER™ professional and has achieved a Master of Science in Financial Services (MSFS). He also lectured on wealth preservation topics at the Florida Coastal School of Law, and on retirement planning, wealth management, and various aspects of the financial services businesses at the University of North Florida. Jon co-founded Paragon Wealth Strategies, a fee-only wealth management firm that joined Mercer Advisors in 2023. When not working with clients, Jon enjoys working on antique cars, motorcycles, and supporting his community through the American Legion.