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John Emile Nahas

Investment adviser representative at Ascentis Independent Advisors, LLC
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Ascentis Asset ManagementMar 2019 to now
  2. LPL Financial, LLCJan 2019 to now
  3. Ascentis Independent Advisors, LLCNov 2017 to now
  4. Golden State Wealth Management, LLCFeb 2014 to now
  5. LPL Financial, LLCJan 2014 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (CA).

Ascentis Independent Advisors, LLC

$2.1BAssets managed
2,815Clients
51Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4374675
Firm CRD
322879
Advisor's SEC record (opens in a new tab)
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