JN
JN

John Emile Nahas

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M

Fee Structure

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Location

201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707

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History

Regulatory History
Clean regulatory record

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.

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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
Golden State Equity Partners, LLC
September 2022 - Present · 3 yrs 5 mos
Ascentis Asset Management, LLC
March 2022 - Present · 3 yrs 11 mos
LPL Financial LLC
February 2019 - Present · 7 yrs
LPL Financial LLCBroker
February 2019 - Present · 7 yrs
Golden State Wealth Management, LLC
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
Golden State Asset Management
July 2020 - March 2022 · 1 yr 8 mos
Golden State Equity Advisors, LLC
December 2017 - September 2022 · 4 yrs 9 mos
LPL Financial LLCBroker
January 2014 - November 2017 · 3 yrs 10 mos
Nationwide Investment Services CorporationBroker
April 2012 - August 2013 · 1 yr 4 mos
Sun Life Financial Distributors, INC.Broker
July 2011 - December 2011 · 5 mos
Metlife Investors Distribution CompanyBroker
December 2004 - July 2011 · 6 yrs 7 mos
Metlife Investors Distribution CompanyBroker
May 2001 - December 2004 · 3 yrs 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.