Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Alan Wurtzler is a financial advisor with over 35 years of experience in the industry. Jay currently works for Independent Financial Group, LLC in San Diego, CA. Jay also holds licenses in several other states including Texas, California, and Arizona. Jay specializes in providing financial planning services to individuals, businesses, and charitable organizations. Jay holds designations such as Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/20/2011 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
AZ
08/23/1995 - 12/16/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
PA
09/01/1988 - 08/29/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
05/17/1988 - 08/23/1988
AMERICAN CAPITAL SECURITIES
NA
02/13/1987 - 05/19/1988
NEW ENGLAND SECURITIES CORPORATION
BOTH
Issued 12/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Wurtzler is the right advisor for you? Invested Better is here to help.
