John Nahas (CRD# 4374675) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 22 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Golden State Asset Management | Santa Ana, CA | Mar 2019 - Current | 5 |
| Lpl Financial, LLC | Santa Ana, CA | Jan 2019 - Current | 5 |
| Golden State Equity Partners, LLC | Santa Ana, CA | Nov 2017 - Current | 6 |
| Golden State Wealth Management, LLC | Santa Ana, CA | Feb 2014 - Current | 10 |
| Lpl Financial, LLC | Irvine, CA | Jan 2014 - Nov 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- CA
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Total Assets Under Management1,691MILLIONS
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Total Number of Accounts6,184ACCOUNTS
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Average Account Value$273,403
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, ID, IN, LA, MA, MI, MN, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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