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JC

James Curran

PACIFIC POINT WEALTH MANAGEMENT
CARLSBAD, CA 92011
Some features on this profile are disabled
CRD#: 6569802
JC
James CurranPACIFIC POINT WEALTH MANAGEMENT

Professional summary

James Curran, who also goes by James Curran V, James Curran, is a registered financial advisor currently at PACIFIC POINT WEALTH MANAGEMENT located in Carlsbad, California.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. James has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

James Curran V | James Curran

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.
1.Mr. Curran operates under the DBA Name AIM Wealth Management Group ("AIM WMG"). NATURE: offering Insurance-Life, Health, Disability, through Xton and Investment Advisory services through X Advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 NUMBER OF SECURITY TRADING HOURS: 50 START DATE: 03/21/23 ADDRESS: 5401 Business Park S, Suite 105, Bakersfield, CA 93309 DESCRIPTION: 100% owner of DBA name used to offer various fixed insurance and advisory products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Curran'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

December 16, 2025 - Present

PACIFIC POINT WEALTH MANAGEMENT

Office #1: 6125 Paseo Del Norte, Carlsbad, CA 92011
RIA
CRD#: 338392
CARLSBAD, CA
Past

May 17, 2024 - August 12, 2025

ONESEVEN

RIA
CRD#: 283087
Bakersfield, CA
Past

July 13, 2022 - November 20, 2023

XTON FINANCIAL LLC

BD
CRD#: 132847
San Diego, CA
Past

May 10, 2022 - May 17, 2024

X ADVISORS, LLC

RIA
CRD#: 315838
Bakersfield, CA
Past

April 5, 2019 - May 10, 2022

EDWARD JONES

RIA
CRD#: 250
BAKERSFIELD, CA
Past

March 11, 2019 - May 10, 2022

EDWARD JONES

BD
CRD#: 250
BAKERSFIELD, CA
Past

November 23, 2015 - February 27, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BAKERSFIELD, 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
(12/16/2025)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 4/4/2019
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 12/3/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 6/2/2017
General Securities Representative Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 11/23/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PP
PACIFIC POINT WEALTH MANAGEMENT
PACIFIC POINT WEALTH MANAGEMENT | PACIFIC POINT WEALTH MANAGEMENT, LLC

CRD#: 338392 / SEC#: 801-134417

RIA
Registered Investment Advisory firm - (3/13/2026 Terminated)
California
Registered Investment Advisory firm - (3/12/2026 Approved)
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Contact information

Main Address
6125 Paseo Del Norte, Carlsbad, CA 92011
Mailing Address
Phone number
(858) 248-7054
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts35
AUM (Assets Under Management)$ 6,410,000

Red Flags

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

Company Information

PACIFIC POINT WEALTH MANAGEMENT

CRD#: 338392Carlsbad, CA 92011

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