PACIFIC WEALTH STRATEGIES GROUP, INC.

PACIFIC WEALTH STRATEGIES GROUP, INC. of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 144789). Regulatory assets under management: $253.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (4)

NameRoleLocation
Erin Jane NeilPRESIDENT & CHIEF COMPLIANCE OFFICER
Jeffery Dane BrookshireVICE PRESIDENT, CORPORATE SECRETARY, TREASURER
NEIL ERIN JANEPRESIDENT & CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CORPORATE SECRETARY & TREASURER
BROOKSHIRE JEFFERY DANEPRESIDENT & CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CORPORATE SECRETARY & TREASURER; VICE PRESIDENT, CORPORATE SECRETARY, TREASURER

More on this firm