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Howard T Jacobson

PARAGON CAPITAL MANAGEMENT LLC·OVERLAND PARK, Kansas
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9200 INDIAN CREEK PKWY, OVERLAND PARK, KS 66210CRD# 256594Firm CRD# 108168
01

About

Howard T Jacobson is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with PARAGON CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARAGON CAPITAL MANAGEMENT LLC
PARAGON CAPITAL MANAGEMENT LLC
AUM
$545M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PARAGON CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 256594
Firm CRD# 108168
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Howard T Jacobson offer?
Howard T Jacobson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Howard T Jacobson's credentials?
Howard T Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Howard T Jacobson located?
Howard T Jacobson is based in OVERLAND PARK, Kansas, working with PARAGON CAPITAL MANAGEMENT LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Howard T Jacobson charge for services?
Howard T Jacobson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARAGON CAPITAL MANAGEMENT LLC?
PARAGON CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $545M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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