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Justin Chandler Kuntz

PACIFIC WEALTH MANAGEMENT, LLC·SAN DIEGO, California
SIE, Series 7, Series 66CFPClean record14 years registeredPACIFIC WEALTH MANAGEMENT, LLC
11512 EL CAMINO REAL STE 350, SAN DIEGO, CA 92130CRD# 5983198Firm CRD# 113217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Chandler Kuntz · SAN DIEGO, CA
Registration
CRD #5983198 · PACIFIC WEALTH MANAGEMENT, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

PACIFIC WEALTH MANAGEMENT
Nov 2013 – present
WELLS FARGO ADVISORS, LLC
Oct 2012 – Jun 2013
SAN DIEGO, CA
THRIVENT INVESTMENT MANAGEMENT INC.
Feb 2012 – Oct 2012
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 1, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PACIFIC WEALTH MANAGEMENT, LLC
CRD 113217 · SEC 801-77277
AUM
$270M
Regulatory assets under management
Employees
6
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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05

Frequently Asked Questions

What services does Justin Chandler Kuntz offer?
Justin Chandler Kuntz specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are Justin Chandler Kuntz's credentials?
Justin Chandler Kuntz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Justin Chandler Kuntz located?
Justin 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 Justin Chandler Kuntz charge for services?
Justin 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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Other Advisors at PACIFIC WEALTH MANAGEMENT, LLC

Melanie Bianca Blakney
SAN DIEGO, CA
Mark Christopher Hill
SAN DIEGO, CA
CFP
James Chandler Kuntz
SAN DIEGO, CA

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Research
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