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:   2
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs) , Insurance , Options & Futures , Annuities , Stocks , Bonds
I can meet clients in the following ways:   At my office


Qualifications & Memberships

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


Firm Information

Advisor's Number of Clients:   70


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:   I am a commission only financial professional
Minimum Portfolio Size for New Managed Accounts:   250000
Compensation Methods:   Hourly , Flat Fee , Commissions , Based on Assets
Fee % Based on Assets:   1%
Hourly Rate:   350


Jay Miars, CFP®

Jay Miars, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant

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