Jonathan N. Ferrell

ACENTUS GROUP L.L.C.

Woodland Hills, UT

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CRD#: 4335935

Professional summary

Jonathan Neil Ferrell is a registered financial advisor currently at ACENTUS GROUP L.L.C. located in Woodland Hills, Utah.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jonathan has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Neil Ferrell's CRS (Customer Relationship Summary).

BOLTON GLOBAL CAPITAL

CRD#: 15650

BOLTON, MA

Past

January 1, 2000 - December 18, 2002

PARAGON WEALTH MANAGEMENT

RIA

CRD#: 105962

PROVO, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(1/31/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/21/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/23/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/4/2002

General Securities Representative Examination

Current Firm

ACENTUS GROUP L.L.C.

CRD#: 281147 / SEC#:

Utah

Registered Investment Advisory firm - (10/29/2015 Approved)

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Contact information

Main Address

Woodland Hills, UT

Mailing Address

Phone number

(801) 836-2158

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan N. Ferrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Neil Ferrell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACENTUS GROUP L.L.C.

ACENTUS GROUP L.L.C.

LEHI PARTNERS, LLC

ROCK CANYON ADVISORY GROUP, INC.

BOLTON GLOBAL CAPITAL

PARAGON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2015

Series 63

Date: 10/23/2002

Series 7

Date: 10/4/2002

Current Firm

ACENTUS GROUP L.L.C.

Contact information

Documents

Red Flags

Company Information

ACENTUS GROUP L.L.C.

TRUST BUT VERIFY

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