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 4 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
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