Justin KuntzCRD Number: 5983198
Current Firm: Pacific Wealth Management
Justin Kuntz (CRD# 5983198) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 5 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Girard Securities, Inc.||San Diego, CA||Nov 2013 - Current||3|
|Pacific Wealth Management LLC||San Diego, CA||Nov 2013 - Current||3|
|Unemployed - Traveling||Hanoi,||Jul 2013 - Nov 2013||< 1|
|Wells Fargo Advisors||Del Mar, CA||Oct 2012 - Jul 2013||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||May 2012 - Oct 2012||< 1|
|Thrivent Investment Management Inc.||San Diego, CA||Nov 2011 - Oct 2012||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Mar 2012 - May 2012||< 1|
|Unemployed||Carlsbad, CA||Jun 2011 - Oct 2011||< 1|
|Morgan Stanley Financial Training Program||Sacramento, CA||Mar 2011 - Jun 2011||< 1|
|University Of California||Davis, CA||Sep 2007 - Jun 2011||3|
|Pacific Wealth Management||Del Mar, CA||Jun 2006 - Sep 2010||4|
|Ace Parking||San Diego, CA||Jun 2009 - Aug 2010||1|
|Kuntz Landscape Maintenance||Carlsbad, CA||Jun 2008 - Sep 2008||< 1|
|Lomas Santa Fe Country Club||Solana Beach, CA||Jun 2007 - Sep 2007||< 1|
|La Costa Canyon High School||Carlsbad, CA||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management145MILLIONS
Total Number of Accounts480ACCOUNTS
Average Account Value$302,198
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.