wiseradvisor

Jay Miars, CFP®
AZCA Financial Group, LLC

Tel: (760) 603-1212
2888 Loker Avenue East
Suite 204
Carlsbad, CA 92010

About AZCA Financial Group, LLC

Success for the long run requires the prudent combination of timely, appropriate wealth management strategies with a personal advisory relationship that stands the test of time.

Wealth Advisors represents a new generation of financial services, offering complete integration of services for high-net-worth individuals through a single access point.


General Information

Firm Start Year:   1990
No.of Employees:   2-4
Name of Broker/Dealer:   Commonwealth Financial Network
States Licensed in:   AZ, AR, CA, CO, IN, NJ,HI,NV,GA
Number of Years with Current Firm:   5
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Annuities, Insurance, Exchange Traded Funds (ETFs), Stocks, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, Via email, At my office, Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life, Annuity
Financial Organization Memberships:   North Coastal Estate Planning Council, Financial Planning Association (FPA)


Firm Information

Advisor's Number of Clients:   82
Advisor's Number of Managed Clients:   30
Advisor's Number of Planning Clients:   30
Assets Managed by Advisor:   $50,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Based on Assets, Flat Fee, Hourly
Fee % Based on Assets:   1%




Disclaimer

This communication strictly intended for individuals residing in the states of California and Arizona. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Jay Miars (CA Insurance Lic. # 0A99394) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA.org/SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html

Jay Miars, CFP®

Jay Miars, CFP®

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant

Certified Financial Planner with 30 years experience in financial planning, investment advice, risk managment and estate planning.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

North San Diego County and Maricopa County in Arizona