Jamie Christopher Cinotto

Employer firm

Triad Wealth Partners, LLC CRD 326523

$1.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2014 → 10/2019
  Msec, Llc
  Overland Park, KS
• 11/2014 → 05/2017
  Mariner Wealth Advisors
  Leawood, KS
• 05/2017 → 03/2018
  440 Investment Group, Llc
  Overland Park, KS
• 03/2018 → 10/2019
  Mariner Wealth Advisors
  Overland Park, KS
• 12/2019 → 08/2021
  Paragon Capital Management, Llc
  Overland Park, KS
• 08/2021 → 09/2024
  Lockton Affinity, Llc
  Overland Park, KS
• 09/2024 → 03/2026
  Paragon Capital Management, Llc
  Overland Park, KS
• 03/2026 → 08/2026
  Unemployed
  Lenexa, KS
• 08/2026 → Present
  Triad Wealth Partners
  Lawrence, KS

Previous Registrations

• 2025-01-13 → 2026-03-13
  Paragon Capital Management Llc
  Overland Park, KS
• 2019-12-12 → 2021-08-06
  Paragon Capital Management Llc
  Overland Park, KS
• 2018-03-12 → 2019-10-29
  Mariner
  Overland Park, KS
• 2017-06-01 → 2018-03-31
  440 Investment Group, Llc
  Overland Park, KS
• 2015-03-17 → 2017-06-01
  Mariner
  Overland Park, KS
• 2015-05-21 → 2017-03-22
  Firstpoint Financial, Llc
  Overland Park, KS
• 2014-12-15 → 2016-01-21
  Firstpoint Financial, Llc
  Leawood, KS
• 2014-07-24 → 2014-11-17
  Mwa Financial Services Inc.
  Lenexa, KS
  Tulsa, OK
  Lenexa, KS
• 2013-07-22 → 2014-02-28
  Madison Avenue Securities, Llc
  Prairie Village, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-13
• S63 Uniform Securities Agent State Law Examination
  2001-04-05