Advisors at this firm
Joseph A
Series 65
Woodland Hills, UT
Acentus Group L.L.C.
Joseph Adams is the sole advisor at Acentus Group L.L.C. in Woodland Hills, Utah, holding a Series 65 designation with eight years of industry experience. He has been self-employed since 2002. Outside of his advisory work, Adams owns and manages VikingBlue LLC, a company that provides accounting services to clients. Acentus Group offers discretionary portfolio management primarily to high-net-worth individuals, trusts, businesses, other investment advisers, and pension or profit-sharing plans. The firm employs a proprietary investment model focused on emerging equity micro-themes, utilizing both long and short positions along with margin, options, and ETFs, and manages accounts on a discretionary basis including institutional clients.
John W
Series 63, Series 65, Series 66
American Fork, UT
Acentus Group L.L.C.
John Wagner is a financial advisor at Acentus Group L.L.C. with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at Dynamic Wealth Advisors, Yellowstone Partners, Llc, and Transcend Capital. Outside of advising, Wagner serves as CFO for RJM Design, a company specializing in the design, construction, and installation of trade show booths. Acentus Group provides discretionary portfolio management to high-net-worth individuals, trusts, businesses, other investment advisers, and pension or profit-sharing plans. The firm uses a proprietary investment model focused on emerging equity micro-themes, employing both long and short positions with tools such as margin, options, and ETFs, and manages both institutional and high-net-worth accounts on a discretionary basis.
Jonathan F
Series 63, Series 65
Woodland Hills, UT
Acentus Group L.L.C.
Jonathan Ferrell is the principal advisor at Acentus Group L.L.C. in Woodland Hills, UT, holding Series 63 and Series 65 credentials with 19 years of industry experience. His work history includes roles at Social Finance Inc., Ancestry, Overstock.com, and SkyRocket Media LLC. Acentus Group provides discretionary portfolio management primarily to high-net-worth individuals, trusts, businesses, other investment advisers, and pension or profit-sharing plans. The firm employs a proprietary investment model focused on emerging equity micro-themes, utilizing both long and short positions along with margin, options, and ETFs, and manages accounts on a discretionary basis including institutional clients.