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

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:    25
Number of Years with Current Firm:    2
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:    70
 

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:    1%
Hourly Rate:    350
 
 
 
Prepared By: Jay Miars, CFP