National Retirement Planning Experts

National Coverage
Local Professionals

dummy-image

Jay Miars, CFP®

AZCA Financial Group, LLC

2888 Loker Avenue East
Suite 204

Carlsbad, CA 92010
(760) 6031212

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

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

30

Number of Years with Current Firm

5

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Annuities, Insurance, Exchange Traded Funds (ETFs), Stocks, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, Via email, At my office, Via phone

Compliance

Registered Investment Advisor

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

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

Financial Organization Memberships

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

Firm Information

Advisor's Number of Clients

82

Advisor's Number of Managed Clients

30

Advisor's Number of Planning Clients

30

Assets Managed by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Fee % Based on Assets

1%

Disclosures

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