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Paul Stephen Caron

JONATHAN ROBERTS ADVISORY GROUP, INC.·TAMPA, Florida
Series 14Series 27Series 53Series 4Series 24Series 82Series 99Series 79Series 52Series 7Series 65Series 63SIELicensed in 3 states
Unclaimed Profile
4301 ANCHOR PLAZA PARKWAY, TAMPA, FL 33634CRD# 2451071Firm CRD# 112294
01

About

Paul Stephen Caron is a registered financial advisor based in TAMPA, Florida, affiliated with JONATHAN ROBERTS ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
JONATHAN ROBERTS ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
AUM
$5.7B
Regulatory assets under management
Employees
512
Total firm employees
View all advisors at JONATHAN ROBERTS ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2451071
Firm CRD# 112294
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Stephen Caron offer?
Paul Stephen Caron specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Paul Stephen Caron's credentials?
Paul Stephen Caron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Stephen Caron located?
Paul Stephen Caron is based in TAMPA, Florida, working with JONATHAN ROBERTS ADVISORY GROUP, INC.. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Paul Stephen Caron charge for services?
Paul Stephen Caron's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JONATHAN ROBERTS ADVISORY GROUP, INC.?
JONATHAN ROBERTS ADVISORY GROUP, INC. has approximately 512 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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