Pacific Shores Investment Advisors

Pacific Shores Investment Advisors (CRD# 149710) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $8,608,370 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Pacific Shores Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
Jonathon D. Cohen
CRD#: 4639254
668 North Coast Hwy, Suite 109, Laguna Beach, CA 92651

Jonathon Cohen (CRD# 4639254) is an Investment Advisor Representative working at Pacific Shores Investment Advisors in Laguna Beach, CA and has over 14 years of experience in the finance industry. Jonathon Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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