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Emily Margaret Johns

Investment adviser representative at Paragon Private Wealth Management LLC
14 yearsExperience
2 statesRegistered in
$457.9MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Paragon Private Wealth Management LLCApr 2021 to now
  2. Morgan Stanley Smith Barney LLCOct 2016 to Apr 2021
  3. University of KentuckyAug 2012 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (KY, TX).

Paragon Private Wealth Management LLC

$457.9MAssets managed
169Clients
4Advisers
5 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
6707043
Firm CRD
312817
Advisor's SEC record (opens in a new tab)
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