John Philip Mayer
Investment adviser representative at Pacific Wealth Management
3 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$371.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
3 years in the industry.
- Pacific Wealth Management, LLCApr 2018 to now
- Pruco Securities, LLCJan 2018 to Apr 2018
- Mayer ReprographicsJul 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pacific Wealth Management
Legal name: Pacific Wealth Management, LLC
$371.9MAssets managed
209Clients
8Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6905535
- Firm CRD
- 113217