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JAMES CHANDLER KUNTZ
JIM KUNTZ
CRD#: 1038293
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Investment Adviser
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Previous Broker
PACIFIC WEALTH MANAGEMENTCRD#: 113217 11512 El Camino Real
SUITE 350
SAN DIEGO, CA 92130
Registration History
1985199019952000200520102015202020252 FIRMS2000 - 2005 (4 years)2 FIRMS2005 - 2017 (12 years)IAPACIFIC WEALTH MANAGEMENT (CRD# 113217)2003 - Present (22 years)BFIRST UNION SECURITIES, INC. (CRD# 19616)1999 - 2000 (<1 year)BFIRST UNION CAPITAL MARKETS CORP. (CRD# 6124)1998 - 1999 (1 year)BSMITH BARNEY INC. (CRD# 7059)1993 - 1998 (4 years)BLEHMAN BROTHERS INC. (CRD# 7506)1988 - 1993 (5 years)BE. F. HUTTON & COMPANY INC (CRD# 235)1982 - 1988 (6 years)IAPACIFIC WEALTH MANAGEMENT (CRD# 113217)2002 - 2002 (<1 year)
License(s)

State Registrations

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California 2/21/2003

Current Registration(s)
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PACIFIC WEALTH MANAGEMENT (CRD#:113217)
11512 El Camino Real SUITE 350, SAN DIEGO, CA 92130
Registered with this firm since 2/21/2003

Previous Registration(s)
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04/01/2005 - 11/01/2017 GIRARD SECURITIES, INC. (CRD#:18697) SAN DIEGO, CA
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04/01/2005 - 11/01/2017 GIRARD SECURITIES, INC. (CRD#:18697) SAN DIEGO, CA
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12/14/2000 - 04/07/2005 LOCKWOOD FINANCIAL SERVICES, INC (CRD#:40655) SAN DIEGO, CA
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06/01/2000 - 04/07/2005 LOCKWOOD FINANCIAL SERVICES, INC. (CRD#:40655) MALVERN, PA
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10/16/2002 - 12/31/2002 PACIFIC WEALTH MANAGEMENT (CRD#:113217) SAN DIEGO, CA
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10/01/1999 - 06/13/2000 FIRST UNION SECURITIES, INC. (CRD#:19616) ST. LOUIS, MO
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03/03/1998 - 10/01/1999 FIRST UNION CAPITAL MARKETS CORP. (CRD#:6124) CHARLOTTE, NC
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07/31/1993 - 03/03/1998 SMITH BARNEY INC. (CRD#:7059) NEW YORK, NY
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04/11/1988 - 07/31/1993 LEHMAN BROTHERS INC. (CRD#:7506) NEW YORK, NY
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04/06/1982 - 04/11/1988 E. F. HUTTON & COMPANY INC (CRD#:235)
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.