Jay Fairfield Ratterman
Investment adviser representative at Paragon Capital Management
14 yearsExperience
2 statesRegistered in
CFADesignation
$1.3BFirm 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
14 years in the industry.
- Paragon Capital ManagementJul 2019 to now
- Anb BankNov 2012 to Jun 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Paragon Capital Management
$1.3BAssets managed
188Clients
5Advisers
36 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
- 7664846
- Firm CRD
- 105147