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.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Name of Broker/Dealer

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Investment Types

I can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

Financial Organization Memberships

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

Fee Structure

Compensation Methods

Fee % Based on Assets

https://www.commonwealth.com/clients/media/formadv_part2.pdf
https://www.commonwealth.com/media/WiserAdvisor%20Solicitor%20Disclosure%20Doc_Jay%20Miars.pdf

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