JE
John F. Endres
PARAGON CAPITAL ADVISORS
SPRINGFIELD, PA 19064
Some features on this profile are disabled
CRD#: 4587543
JE
Professional summary
John Francis Endres is a registered financial advisor currently at PARAGON CAPITAL ADVISORS, LLC located in Springfield, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 1 firm .
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.
I AM THE SOLE PROPRIETOR OF JOHN F. ENDRES, CPA LOCATED AT 205 SYKES LANE, WALLINGFORD, PA 19086. I PROVIDE BUSINESS AND TAX CONSULTING SERVICES. I STARTED THE BUSINESS IN 1998. I DEVOTE 100 HOURS PER MONTH, 75 HOURS OF WHICH ARE DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view John Francis Endres's 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®
NoneExperience
Current
November 1, 2001 - Present
PARAGON CAPITAL ADVISORS, LLC
Office #1: 1489 Baltimore Pike Suite 207, Springfield, PA 19064RIA
CRD#: 122759
SPRINGFIELD, PA
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
Pennsylvania(11/1/2001)
Exams
Current Firm
PC
PARAGON CAPITAL ADVISORS, LLC
PARAGON CAPITAL ADVISORS, LLC
CRD#: 122759 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (11/1/2001 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Wallingford, PA
Mailing Address
Phone number
(610) 613-5872
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 38,678,576 |
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.
