Unclaimed Profile

James Chandler Kuntz

PACIFIC WEALTH MANAGEMENT, LLC·SAN DIEGO, California

SIE, Series 7, Series 8, Series 63, Series 65Clean record25 years registeredPACIFIC WEALTH MANAGEMENT, LLC

11512 EL CAMINO REAL STE 350, SAN DIEGO, CA 92130CRD# 1038293Firm CRD# 113217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Chandler Kuntz · SAN DIEGO, CA

Registration

CRD #1038293 · PACIFIC WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

PACIFIC WEALTH MANAGEMENT

Feb 2003 – present

GIRARD SECURITIES, INC.

Apr 2005 – Nov 2017

SAN DIEGO, CA

PACIFIC WEALTH MANAGEMENT

Oct 2002 – Dec 2002

SAN DIEGO, CA

LOCKWOOD FINANCIAL SERVICES, INC

Dec 2000 – Apr 2005

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · December 14, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC WEALTH MANAGEMENT, LLC

CRD 113217 · SEC 801-77277

AUM

$270M

Regulatory assets under management

Employees

483 client accounts

Services offered by PACIFIC WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACIFIC WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does James Chandler Kuntz offer?

James Chandler Kuntz specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are James Chandler Kuntz's credentials?

James Chandler Kuntz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Chandler Kuntz located?

James Chandler Kuntz is based in SAN DIEGO, California, working with PACIFIC WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does James Chandler Kuntz charge for services?

James Chandler Kuntz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: % of assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC WEALTH MANAGEMENT, LLC?

PACIFIC WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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