John Nahas
John Nahas is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Powell, WY, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
254 E 2nd Street, Suite 2, Powell, WY, 82435
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in several investment-related activities, including roles at Golden State Wealth Management, Golden State Equity Partners, Golden State Asset Management, and Stella Nova. He also dedicates minimal time to mortgage/real estate services and business entities for tax/investment purposes, and spends minimal time on non-variable insurance.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Ascentis Asset Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Golden State Wealth Management, LLC
Previous Registrations
Golden State Asset Management
Golden State Equity Advisors, LLC
LPL Financial LLCBroker
Nationwide Investment Services CorporationBroker
Sun Life Financial Distributors, INC.Broker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.