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% |
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
Certified Financial Planner with 30 years experience in financial planning, investment advice, risk managment and estate planning.
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
| North San Diego County and Maricopa County in Arizona |