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James Chandler Kuntz

Pacific Wealth Management

San Diego, CA

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Current Employers
Pacific Wealth Management

11512 El Camino Real Ste 350, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

11512 El Camino Real Suite 350, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pacific Wealth Management, Llc San Diego CA 06/2000 Present
Girard Securities, Inc. San Diego CA 04/2005 Present
  • 06/2000 → Present
    Pacific Wealth Management, Llc
    San Diego, CA
  • 04/2005 → Present
    Girard Securities, Inc.
    San Diego, CA
Previous Registrations
  • 2005-04-01 → 2017-11-01
    Girard Securities, Inc.
    San Diego, CA
    San Diego, CA
  • 2000-12-14 → 2005-04-07
    Lockwood Financial Services, Inc.
    San Diego, CA
  • 2002-10-16 → 2002-12-31
    Pacific Wealth Management
    San Diego, CA
Other Businesses

IA-PACIFIC WEALTH MANAGEMENT LLC/12544 HIGH BLUFF DRIVE, #440/SAN DIEGO, CA/100% OWNER/100% TIME//IAR REGISTERED THROUGH PWM.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-07-08
S63 Uniform Securities Agent State Law Examination 1982-03-26
  • S65 Uniform Investment Adviser Law Examination
    1992-07-08
  • S63 Uniform Securities Agent State Law Examination
    1982-03-26
Other Names
  • Jim Kuntz

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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