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. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
12680 High Bluff Dr, Ste 250, San Diego, CA, 92130
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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
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