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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

25

Number of Years with Current Firm

2

I work with the following types of clients

Individual Investors

Services

Investment Types

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

I can meet clients in the following ways

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

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

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

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

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

Financial Organization Memberships

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

Firm Information

Advisor's Number of Clients

82

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts

250000

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Hourly Rate

350

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