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JC

Jamie C. Cinotto

PARAGON CAPITAL MANAGEMENT LLC
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 4363855
JC

Professional summary


Jamie Christopher Cinotto is a registered financial advisor currently at PARAGON CAPITAL MANAGEMENT LLC located in Overland Park, Kansas.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jamie has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jamie Christopher Cinotto's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 13, 2025 - Present

PARAGON CAPITAL MANAGEMENT LLC

Office #1: 9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210
RIA
CRD#: 108168
Overland Park, KS
Past

December 12, 2019 - August 6, 2021

PARAGON CAPITAL MANAGEMENT LLC

RIA
CRD#: 108168
OVERLAND PARK, KS
Past

March 12, 2018 - October 29, 2019

MARINER WEALTH

RIA
CRD#: 140195
OVERLAND PARK, KS
Past

June 1, 2017 - March 31, 2018

440 INVESTMENT GROUP, LLC

RIA
CRD#: 155399
OVERLAND PARK, KS
Past

May 21, 2015 - March 22, 2017

FIRSTPOINT FINANCIAL, LLC

RIA
CRD#: 175252
OVERLAND PARK, KS
Past

March 17, 2015 - June 1, 2017

MARINER WEALTH

RIA
CRD#: 140195
OVERLAND PARK, KS
Past

December 15, 2014 - January 21, 2016

FIRSTPOINT FINANCIAL, LLC

RIA
CRD#: 168793
LEAWOOD, KS
Past

December 11, 2014 - October 29, 2019

MSEC, LLC

BD
CRD#: 154327
Overland Park, KS
Past

July 24, 2014 - November 17, 2014

MWA FINANCIAL SERVICES INC.

RIA
CRD#: 112630
Lenexa, KS
Past

May 8, 2014 - November 17, 2014

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
Lenexa, KS
Past

July 22, 2013 - February 28, 2014

MADISON AVENUE SECURITIES, LLC

RIA
CRD#: 23224
PRAIRIE VILLAGE, KS
Past

June 19, 2013 - February 28, 2014

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
PRAIRIE VILLAGE, KS
Past

March 13, 2013 - May 24, 2013

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
OVERLAND PARK, KS
Past

March 15, 2001 - January 14, 2013

UMB FINANCIAL SERVICES, INC.

BD
CRD#: 17073
KANSAS CITY, MO

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PARAGON CAPITAL MANAGEMENT LLC
PARAGON CAPITAL MANAGEMENT LLC

CRD#: 108168 / SEC#: 801-55805

RIA
Registered Investment Advisory firm - (8/18/1998 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(1/13/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/13/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PC
PARAGON CAPITAL MANAGEMENT LLC
PARAGON CAPITAL MANAGEMENT LLC

CRD#: 108168 / SEC#: 801-55805

RIA
Registered Investment Advisory firm - (8/18/1998 Approved)
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Contact information


Main Address
9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210
Mailing Address
Phone number
(913) 451-2254
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARAGON CAPITAL MANAGEMENT BROCHURE ADV PART II A 6/29/2021 (2/25/2025)

Regulatory assets under management


Total Number of Accounts716
AUM (Assets Under Management)$ 633,139,441

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PARAGON CAPITAL MANAGEMENT LLC

CRD#: 108168Overland Park, KS 66210

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