John D. Pak

VECTOR3 WEALTH MANAGEMENT

SAN DIEGO, CA 92122

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CRD#: 2741277

Professional summary

John David Pak, who also goes by John Pak, is a registered financial advisor currently at VECTOR3 WEALTH MANAGEMENT located in San Diego, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 7 firms and has passed the Series 63, Series 65, Series 6 and Series 3 exams.

At a Glance

Always Fiduciary

Aliases

John Pak

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Vector3Wealth dba of Golden State Equity Partners; investment related; at registered office of employment; Principal; 10/20; 40/hours per week,;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Pak's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 4, 2026 - Present

VECTOR3 WEALTH MANAGEMENT

Office #1: 4660 La Jolla Village Dr Suite 100, San Diego, CA 92122

RIA

CRD#: 343072

SAN DIEGO, CA

Past

March 5, 2025 - August 3, 2026

ASCENTIS ASSET MANAGEMENT, LLC

RIA

CRD#: 318126

Encinitas, CA

Past

September 16, 2022 - August 3, 2026

GOLDEN STATE EQUITY PARTNERS, LLC

RIA

CRD#: 322879

Encinitas, CA

Past

October 15, 2020 - September 20, 2022

GOLDEN STATE EQUITY ADVISORS, LLC

RIA

CRD#: 289796

Santa Cruz, CA

Past

November 23, 2009 - October 15, 2020

EDGE WEALTH MANAGEMENT, LLC

RIA

CRD#: 142380

SANTA CRUZ, CA

Past

September 23, 2004 - December 31, 2006

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

March 2, 2004 - June 18, 2008

MIDANEK/PAK ADVISORS, LLC

RIA

CRD#: 122090

WALNUT CREEK, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/4/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/30/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/1/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 9/22/2004

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 3

Date: 4/23/1996

National Commodity Futures Examination

Current Firm

VECTOR3 WEALTH MANAGEMENT

CRD#: 343072 / SEC#: 801-136646

RIA

Registered Investment Advisory firm - (7/6/2026 120-Day Approval)

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Contact information

Main Address

4660 La Jolla Village Dr Suite 100, San Diego, CA 92122

Mailing Address

Phone number

(858) 771-4700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John D. Pak

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Pak's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENTIS ASSET MANAGEMENT, LLC

GOLDEN STATE EQUITY PARTNERS, LLC

GOLDEN STATE EQUITY ADVISORS, LLC

EDGE WEALTH MANAGEMENT, LLC

QUASAR DISTRIBUTORS, LLC

MIDANEK/PAK ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/30/2004

Series 65

Date: 3/1/2004

Series 6

Date: 9/22/2004

Series 3

Date: 4/23/1996

Current Firm

VECTOR3 WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Red Flags

Company Information

VECTOR3 WEALTH MANAGEMENT

TRUST BUT VERIFY

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