# Pacific Shores Investment Advisors

> Pacific Shores Investment Advisors is a state-registered investment advisory firm in Laguna Beach, CA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 149710
- Filed as: PACIFIC SHORES INVESTMENT ADVISORS
- Legal name: Cohen, Jonathon Daniel
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laguna Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149710
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-shores-investment-advisors-laguna-beach-ca-149710

## Quick answers

**How is Pacific Shores Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Shores Investment Advisors reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pacific Shores Investment Advisors located?**
Pacific Shores Investment Advisors' principal office is in Laguna Beach, CA, according to its Form ADV.

**Is Pacific Shores Investment Advisors registered with the SEC or a state?**
Pacific Shores Investment Advisors is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 149710.

**How much does Pacific Shores Investment Advisors manage?**
Pacific Shores Investment Advisors reports $0 in regulatory assets under management in its Form ADV filing dated March 6, 2026.

**Does Pacific Shores Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149710

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Shores Investment Advisors (CRD 149710): Form ADV filing data as of October 2026.