Jay Wurtzler
Jay Wurtzler is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 39 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
12680 High Bluff Dr, Ste 250, San Diego, CA, 92130
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay is a California insurance agent offering various types of insurance products since 1988, dedicating minimal time to this activity. He is also an employee at Capital Growth, Inc., a DBA used for marketing purposes, spending minimal time on this as well.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Capital Growth Investment Management Services
Independent Financial Group, LLC
Capital Growth Investment Management Services
Sentra Securities CORP
Sentra Securities CorporationBroker
Hornor, Townsend & Kent, INC.Broker
American Capital SecuritiesBroker
New England Securities CorporationBroker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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