Evan Floyd Shorten
Investment adviser representative at Paragon Financial Partners
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$329.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- A Shorten ProductionJan 2021 to now
- Paragon Financial Partners, Inc.May 2011 to now
- Jvif, LLCJan 2018 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Paragon Financial Partners
Legal name: Paragon Financial Partners, Inc.
$329.6MAssets managed
127Clients
2Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2844733
- Firm CRD
- 158041