Jonathan Carender

Investment Advisor, CFP®

  • Series 65, Registered Investment Advisor
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Co-founded Paragon in October 2020
  • Prior to Paragon, Jon worked for six (6) years at Verde Capital Management, an SEC-registered RIA managing over £300M in assets. At Verde, he developed proprietary investment software to track risk & return metrics for Verde's model portfolios.
  • Four (4) years of experience at Crowd Clarity, a quant start-up using prediction markets and Google trends data to trade consumer discretionary equities & options.
  • Jonathan holds a BS from the University of London, graduating summa cum laude on a full-ride scholarship with a joint business/engineering degree, including minors in economics, entrepreneurship, and physics.
  • Jonathan has experience advising high net worth families and corporations on investment decisions, designing custom portfolios, quant software development, and risk mitigation using options and derivatives.
  • He lives in Royal Oak, London with his wife Laura and their son Henrik. In his spare time, Jon enjoys playing hockey.

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1. Paragon's lowest published advisor fee of 0.45% is for Access Only service with £1.0M+ in assets under advisement. That fee level is 55% lower than the industry-average retail advisor fee of 1.00% (as of 2018):
    PriceMetrix by McKinsey: State of Retail Wealth Management, 8th Annual Report, 2018

2. Return Assumptions & Disclosures for Paragon Investment Capital.

3. Private Debt Illiquidity Yield Premium: Disclosures & Assumptions.

4. Private Debt & Private Equity Historical Outperformance Table.

5. Max drawdown figures are quarterly max drawdowns for all asset classes.


All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Please see our Full Disclosure for important details.