Jay Fairfield Ratterman
Investment Adviser Representative at Paragon Capital Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jay Fairfield Ratterman is an investment adviser representative with Paragon Capital Management in Denver, CO, where they have been registered since 2025, the year they entered the securities industry. They are registered to provide investment advice in Colorado and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Paragon Capital ManagementJul 2019 – no end date reportedDenver, CO
- ANB BankNov 2012 – Jun 2021Denver, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Paragon Capital Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Up to $1,000,0000.90%
- $1,000,001 - $5,000,0000.70%
- $5,000,001 - $10,000,0000.50%
- Over $10,000,0000.35%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning, retirement income planning, investment portfolio management, corporate executive benefits planning, legacy and family planning, real estate investment advisory, proactive tax planning, cash flow management, risk management, debt management, small business planning, and college savings plans.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Denver, CO
- Founded:
- 1990
- SEC file number:
- 801-36249
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Paragon Capital Management
4 other advisors in the directory
Similar advisors in Denver, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jay Fairfield Ratterman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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