Jay
Wurtzler

Independent Financial Group, LLC

CRD#1611624
Investment Advisor
in San Diego, CA
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About this Advisor

Jay Wurtzler is a certified financial planner who works in San Diego, California, who has been in the industry for 30 years. Wurtzler works at Independent Financial Group, LLC. Over the course of their career, Wurtzler has held roles at Capital Growth Inc, Independent Financial Group Inc and Hagerty Stewart & Associates LLC. Wurtzler maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can serve investors in California and Texas. Independent Financial Group, LLC is a firm headquartered in San Diego, California. The company has offices in 364 locations and a total of 680 financial advisors. It controls $3 billion in assets across its 11,983 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 11,983 customer accounts, just 5% belong to high-net-worth investors who have greater than $1 million in investable assets. Independent Financial Group, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on the financial services provided. However, fee types billed by Independent Financial Group, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8910 University Center Lane Ste 150
San Diego, CA 92122

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

CA Average: $7,578,581,321
Total Number of Employees

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jay Wurtzler Work History

Jay has 30 years of experience.

2003 - Present (16 years)

Independent Financial Group Inc

2003 - Present (16 years)

Hagerty Stewart & Associates LLC

1988 - Present (31 years)

Capital Growth Inc

Disclosures

Jay Wurtzler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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