Jamie C. Cinotto
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jamie Christopher Cinotto's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 13, 2025 - Present
PARAGON CAPITAL MANAGEMENT LLC
Office #1: 9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210December 12, 2019 - August 6, 2021
PARAGON CAPITAL MANAGEMENT LLC
March 12, 2018 - October 29, 2019
MARINER WEALTH
June 1, 2017 - March 31, 2018
440 INVESTMENT GROUP, LLC
May 21, 2015 - March 22, 2017
FIRSTPOINT FINANCIAL, LLC
March 17, 2015 - June 1, 2017
MARINER WEALTH
December 15, 2014 - January 21, 2016
FIRSTPOINT FINANCIAL, LLC
December 11, 2014 - October 29, 2019
MSEC, LLC
July 24, 2014 - November 17, 2014
MWA FINANCIAL SERVICES INC.
May 8, 2014 - November 17, 2014
MWA FINANCIAL SERVICES INC.
July 22, 2013 - February 28, 2014
MADISON AVENUE SECURITIES, LLC
June 19, 2013 - February 28, 2014
MADISON AVENUE SECURITIES, LLC
March 13, 2013 - May 24, 2013
FARMERS FINANCIAL SOLUTIONS, LLC
March 15, 2001 - January 14, 2013
UMB FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
PARAGON CAPITAL MANAGEMENT LLC
CRD#: 108168 / SEC#: 801-55805
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/13/2025)
Exams
Current Firm
PARAGON CAPITAL MANAGEMENT LLC
CRD#: 108168 / SEC#: 801-55805
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 716 |
| 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.
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