Emma Rose Schumann Jones

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 11/2023
  Paragon Wealth Strategies, Llc
  Jacksonville, FL
• 08/2015 → 08/2017
  Andover Ymca
  Andover, KS
• 10/2017 → 05/2018
  Ksu Housing & Dining Services
  Manhattan, KS
• 05/2018 → 07/2019
  Teameffort
  Jacksonville, FL
• 01/2018 → 12/2019
  Ksu English Department
  Manhattan, KS
• 01/2019 → 12/2019
  Ksu Housing & Dining Services
  Manhattan, KS
• 08/2020 → 11/2020
  Jcpenny
  Manhattan, KS
• 05/2020 → 07/2020
  Mellen Money Management
  Ponte Vedra, FL
• 08/2017 → 05/2021
  Kansas State University
  Manhattan, KS
• 08/2013 → 05/2017
  Andover Central High School
  Andover, KS
• 12/2023 → 03/2024
  Mercer Global Advisors Inc.
  Jacksonville, FL
• 03/2024 → 01/2025
  Mercer Global Advisors Inc.
  Jacksonville, FL
• 01/2025 → 04/2025
  Mercer Global Advisors Inc.
  Jacksonville, FL
• 04/2025 → Present
  Mercer Global Advisors Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2021-07-07 → 2024-03-19
  Paragon Wealth Strategies, Llc.
  Jacksonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-10

Designations

• Certified Financial Planner

Other Names

• Emma Rose Schumann
• Emma Rose Schumann Jones
• Emma Rose Jones