John
Mayer

Pacific Wealth Management

CRD#6905535
Investment Advisor
in San Diego, CA

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About this Advisor

John Mayer is a financial advisor based in San Diego, California, working with Pacific Wealth Management. John has previously held positions at Pruco Securities, LLC, Fenton Maclaren, Mayer Reprographics, and Pacific Wealth Management, LLC. John has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, John is part of Pacific Wealth Management, which operates out of San Diego, California. The firm has 7 employees and manages assets totaling $269.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Pacific Wealth Management includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

11512 El Camino Real Ste 350
San Diego, CA 92130

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Pacific Wealth Management Brokerage Details

Total Assets Under Management

$269,940,691

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

483

CA Average: 3,727
Average Account Size

$558,883

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

John Mayer Work History

2018 - Present (6 years)

Pacific Wealth Management, LLC

2018 - 2018 (< 1 year)

Pruco Securities, LLC

2015 - 2017 (2 years)

Mayer Reprographics

2011 - 2015 (4 years)

Fenton Maclaren

Disclosures

Please visit the SEC profile of John Mayer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pacific Wealth Management

Melanie Blakney
San Diego, CA
Justin Kuntz
San Diego, CA
Isaac Cardoza
San Diego, CA
Marjorie Smith
San Diego, CA
John Mayer
San Diego, CA
James Kuntz
San Diego, CA
Michael Lim
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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