Jonathan Carender has been Managing Principal of Paragon Investing since September 2020, is a control person of the firm and directly owns between 25% and 50% of it. Jonathan Carender holds a BS from the University of Michigan.
Paragon Investing, LLC is a firm with $138M under management, 184 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Jonathan Carender is Partner, Founder, Investment Advisor of Paragon Investing. He co-founded Paragon in 2020. Before Paragon, he worked for 6+ years at Verde Capital Management, where he developed proprietary investment software to track risk and return metrics for its model portfolios. He also has 5+ years of experience at Crowd Clarity, a quant start-up developing prediction markets.
- Paragon Investing, LLCCurrent– present · 6 yearsDetroit, MI · Adviser representative · Firm CRD 310897
Professional designations
Listed by Paragon Investing
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan Carender is registered as an investment adviser representative in 4 states. The first approvals date from October 2020; the most recent is Missouri, in May 2025.
- CaliforniaSince 13 May 2024
- LouisianaSince 31 January 2025
- MichiganSince 9 October 2020
- MissouriSince 2 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 May 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Edward Carender
- CRD
- 7297163
- Firm
- Paragon Investing · CRD 310897
- Role
- Managing Principal
- Office
- Detroit, MI
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paragoninvesting.com
Where does Jonathan Carender work?
Jonathan Carender has been Managing Principal of Paragon Investing, LLC since September 2020, and is a control person of the firm.
Is Jonathan Carender a financial advisor?
Yes. Jonathan Carender has a current investment-adviser registration in California, Louisiana, Michigan and Missouri, through Paragon Investing since October 2020.
How many years of experience does Jonathan Carender have?
Jonathan Carender has 6 years in the financial industry, since October 2020, across 1 adviser firm.
What exams has Jonathan Carender passed?
Jonathan Carender passed the Series 65 in May 2020.
Where is Jonathan Carender based?
Jonathan Carender’s registered office is in Detroit, MI.
Is Jonathan Carender registered with FINRA?
No. Jonathan Carender has no current broker registration.
Is Jonathan Carender a CFP?
Paragon Investing lists Jonathan Carender with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Carender’s record?
Search CRD 7297163 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Carender’s full registration record.