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RIA / WealthAdvisor44 years in industry

JAMES CHANDLER KUNTZ

Advisor at PACIFIC WEALTH MANAGEMENT

SAN DIEGO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 14, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PACIFIC WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 26, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 26, 1982
First registration: Dec 14, 2000
Dual registered: no
Other names: JIM KUNTZ
IAPD individual key: 1038293

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PACIFIC WEALTH MANAGEMENT	Independent wealth	Jan 1, 2025	n/a	yes	SAN DIEGO, CA	Current employment
GIRARD SECURITIES, INC.	Former SEC adviser	Apr 1, 2005	Nov 1, 2017	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
PACIFIC WEALTH MANAGEMENT	Independent wealth	Oct 16, 2002	Dec 31, 2002	no	SAN DIEGO, CA	Previous registration
LOCKWOOD FINANCIAL SERVICES, INC.	n/a	Dec 14, 2000	Apr 7, 2005	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GIRARD SECURITIES, INC.	PACIFIC WEALTH MANAGEMENT	Nov 1, 2017	Jan 1, 2025	2,618	Firm change after gap	Other
LOCKWOOD FINANCIAL SERVICES, INC.	PACIFIC WEALTH MANAGEMENT	Apr 7, 2005	Oct 16, 2002	-904	Firm change after gap	Other
PACIFIC WEALTH MANAGEMENT	GIRARD SECURITIES, INC.	Dec 31, 2002	Apr 1, 2005	822	Firm change after gap	Other

Relationships

Registered with (3)

→ PACIFIC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 16, 2002 to Dec 31, 2002factForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Apr 1, 2005 to Nov 1, 2017factForm ADV
→ LOCKWOOD FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 14, 2000 to Apr 7, 2005factForm ADV

Dated events

No dated event names this entity yet.