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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-2007
- Office Locations
- 1
Office Locations
About Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group is an independent Santa Barbara, CA RIA serving high-net-worth families. The firm provides proactive wealth management and customized financial planning focused on risk mitigation, tax efficiency, investment management, and family legacy planning. Its plan-based “IDEAS” process guides portfolio implementation and ongoing adaptation, and it also designs and administers qualified retirement plans for business owners.
Team overview
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Asset Classes
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JEFFERY DANE BROOKSHIRE
Corporate Secretary, TREASURER, VICE PRESIDENT
- CRD
- #2964215
- Ownership
- 50% but less than 75%
ERIN JANE NEIL
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2732161
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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GRAHAM STUART GUESS
Investment Advisor Representative
- CRD
- #2803700
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,880,440 | $526,778 |
| Non-Discretionary | $29,309,064 | $290,189 |
| Total | $253,189,504 | $481,349 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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