Heather Raye Jendrusch

Employer firm

Paragon Financial Advisors CRD 143721

$1.05B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2015 → 01/2022
  M C Byrd Wealth Management, Llc
  Bellville, TX
• 01/2023 → Present
  Paragon Financial Advisors
  College Station, TX
• 02/2022 → 11/2022
  Unitedhealth Group
  Minnetonka, MN

Previous Registrations

• 2015-08-07 → 2022-01-07
  M.C. Byrd Wealth Management, Llc
  Bellville, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-08-01

Designations

• Certified Financial Planner