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JF

Jonathan N. Ferrell

ACENTUS GROUP L.L.C.
Woodland Hills, UT
Some features on this profile are disabled
CRD#: 4335935
JF

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).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 31, 2020 - Present

ACENTUS GROUP L.L.C.

RIA
CRD#: 281147
Woodland Hills, UT
Past

October 29, 2015 - August 22, 2018

ACENTUS GROUP L.L.C.

RIA
CRD#: 281147
Salt Lake City, UT
Past

September 2, 2004 - December 31, 2010

LEHI PARTNERS, LLC

RIA
CRD#: 129608
LEHI, UT
Past

January 14, 2003 - December 31, 2008

ROCK CANYON ADVISORY GROUP, INC.

RIA
CRD#: 124273
PROVO, UT
Past

October 6, 2002 - November 21, 2002

BOLTON GLOBAL CAPITAL

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/21/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/23/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/4/2002
General Securities Representative Examination

Current Firm

AG
ACENTUS GROUP L.L.C.
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
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

ACENTUS GROUP L.L.C.

CRD#: 281147Woodland Hills, UT

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