LPL Financial
47yrs
Top advisor by experience in San Diego
45yrs
James Chandler Kuntz
Financial advisor at Pacific Wealth Management
At a glance
Experience45 years (since 1982)
How that compares ?Top advisor by experience at Pacific Wealth Management
Office11512 EL Camino Real Suite 350, San Diego, CA 92130
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Pacific Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowPacific Wealth ManagementCurrent firm
- 2005 – 2017Girard Securities, Inc.Previously
- Oct 2002 – Dec 2002Pacific Wealth ManagementPreviously
- 2000 – 2005Lockwood Financial Services, Inc.Previously
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Pacific Wealth Management at 858-509-9797 and ask for James Chandler Kuntz. James works from the San Diego, CA office.
How long has James been a financial advisor?
James has been in the industry since 1982, about 45 years. Top advisor by experience at Pacific Wealth Management.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Pacific Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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