John Pak, financial advisor Santa Cruz CA

John Pak

CRD Number: 2741277
Current Firm: Golden State Equity Partners, LLC

John Pak (CRD# 2741277) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Santa Cruz, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Golden State Equity Partners Santa Ana, CA Oct 2020 - Current 3
Edge Wealth Management, LLC New York City, NY Nov 2009 - Oct 2020 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for John D. Pak
Phone Number: 866-273-1563
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    744
    MILLIONS
  • Total Number of Accounts
    4,106
    ACCOUNTS
  • Average Account Value
    $181,131
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, MA, MI, MN, MT, ND, NM, NV, OR, TX, UT, VA, WA, WI, WY

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