Jay Miars, CFP®
AZCA Financial Group, LLC

Tel: (760) 603-1212
2173 Salk Ave,
Ste 250
Carlsbad, CA 92008

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, NY, NC, VA, WA
Number of Years with Current Firm:   2
I work with the following types of clients:   Individual Investors


Services

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


Qualifications & Memberships

Financial Organization Memberships:   North Coastal Estate Planning Council , Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Society for Financial Awareness


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:   Commissions , Based on Assets , Flat Fee , Hourly
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