Pacific Capital

Pacific Capital (CRD# 159294) is a financial advisory firm headquartered in Corona, CA. They manage $501,855,823 in 160 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    502
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $3,136,599
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Pacific Capital
Showing 1 - 8 of 8 top financial advisors.
1
Joshua Coniglio
CRD#: 6290332
1881 California Avenue, Suite 101, Corona, CA 92881

Joshua Coniglio (CRD# 6290332) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 8 years of experience in the finance industry.

2
Randall A. Francis
CRD#: 6981057
1881 California Avenue, Suite 101, Corona, CA 92881

Randall Francis (CRD# 6981057) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 5 years of experience in the finance industry.

3
Joshua W. Giles
CRD#: 6903467
Corona, CA

Joshua Giles (CRD# 6903467) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has 1 year of experience in the finance industry.

4
Elizabeth Jergensen
CRD#: 6909091
Riverside, CA

Elizabeth Jergensen (CRD# 6909091) is an Investment Advisor Representative working at Pacific Capital in Riverside, CA and has 1 year of experience in the finance industry.

5
Robert Schunk
CRD#: 6106081
Riverside, CA

Robert Schunk (CRD# 6106081) is an Investment Advisor Representative working at Pacific Capital in Riverside, CA and has 1 year of experience in the finance industry.

6
David Tietjen
CRD#: 6986890
Layton, UT

David Tietjen (CRD# 6986890) is an Investment Advisor Representative working at Pacific Capital in Layton, UT and has over 5 years of experience in the finance industry.

7
Chad T. Willardson
CRD#: 4670940
1881 California Avenue, Suite 101, Corona, CA 92881

Chad Willardson (CRD# 4670940) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 20 years of experience in the finance industry.

8
Blake A. Wilkinson
CRD#: 6969793
1881 California Avenue, Suite 101, Corona, CA 92881

Blake Wilkinson (CRD# 6969793) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 5 years of experience in the finance industry.

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