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Featured Business Financial Advisor in Carlsbad, CA
Carlsbad Financial Advisors
AZCA Financial Group, LLC
2888 Loker Avenue East, Suite 204
Carlsbad, CA 92010
(760) 603-1212
Advisor Profile
Name:  Jay Miars, CFP
Phone Number:  (760) 603-1212
Website:  Visit Website
Disclosure Link:
https://www.commonwealth.com/clients/media/formadv_part2.pdf
https://www.commonwealth.com/media/WiserAdvisor%20Solicitor%20Disclosure%20Doc_Jay%20Miars.pdf
" target="_blank">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

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

Years of Experience in Financial Services:    25
Name of Broker/Dealer:    Commonwealth Financial Network
Number of Years with Current Firm:    2
I work with the following types of clients:    Individual Investors
States Licensed in:    AZ, AR, CA, CO, IN, NJ,HI,NV,GA
Firm CRD#:    8032
CRD#:    1909437
Gender:    Male
 

Education

Academic Background
 
Ball State University (1968)
 

Services

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

Qualifications & Memberships

Financial Organization Memberships:    North Coastal Estate Planning Council, Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 66, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Advisor's Number of Clients:    82
 

Compliance

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    250000
Hourly Rate:    350
Fee % Based on Assets:    1%
Compensation Methods:    Commissions, Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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