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Financial Advisor in Carlsbad, CA


AZCA Financial Group, LLC
2888 Loker Avenue East, Suite 204 Carlsbad, CA 92010	(760) 603-1212 Visit Website

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

General

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

Gender:

Male

CRD#:

1909437

Firm CRD#:

8032

Name of Broker/Dealer:

Commonwealth Financial Network

States Licensed in:

AZ, AR, CA, CO, IN, NJ,HI,NV,GA

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors

Education

Academic Background

Ball State University (1968)

Services

Investment Types:

Exchange Traded Funds (ETFs), Annuities, Options & Futures, Bonds, Stocks, Insurance

I can meet clients in the following ways:

At my office

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses:

Series 7, Series 66

Insurance and Annuity Licenses:

Disability, Health, Long Term Care, Annuity, Variable Life, Life, Variable Annuity

Financial Organization Memberships:

North Coastal Estate Planning Council, Financial Planning Association (FPA)

Firm Information

Advisor's Number of Clients:

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

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 fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

250000

Compensation Methods:

Commissions, Flat Fee, Hourly, Based on Assets

Fee % Based on Assets:

Hourly Rate:

350

Prepared By:

Jay Miars, CFP®