Jeffrey S. Bunch

PACIFIC HAVEN FINANCIAL

Torrance, CA 90501

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CRD#: 2802148

Professional summary

Jeffrey Scott Bunch is a registered financial advisor currently at PACIFIC HAVEN FINANCIAL, LLC located in Torrance, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffrey has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Bunch's 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

March 23, 2015 - Present

PACIFIC HAVEN FINANCIAL, LLC

Office #1: 370 Amapola Avenue Suite 209, Torrance, CA 90501

RIA

CRD#: 173457

Torrance, CA

Past

December 31, 1997 - April 17, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

TORRANCE, CA

Past

December 16, 1996 - April 17, 2015

LPL FINANCIAL LLC

CRD#: 6413

TORRANCE, 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
(3/23/2015)

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: 12/16/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/17/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/7/2000

General Securities Principal Examination

Current Firm

PACIFIC HAVEN FINANCIAL, LLC

CRD#: 173457 / SEC#:

California

Registered Investment Advisory firm - (3/23/2015 Approved)

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Contact information

Main Address

370 Amapola Avenue Suite 209, Torrance, CA 90501

Mailing Address

Phone number

(310) 212-6699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 45,000,850

Red Flags

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

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Jeffrey S. Bunch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Bunch's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC HAVEN FINANCIAL, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/16/1996

SIE

Date: 4/17/2015

Series 7

Date: 12/13/1996

Series 24

Date: 9/7/2000

Current Firm

PACIFIC HAVEN FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PACIFIC HAVEN FINANCIAL, LLC

TRUST BUT VERIFY

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