Independent Financial Group, LLC
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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
Years of Experience
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Independent Financial Group, LLC Brokerage Details
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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.
Independent Financial Group Inc
Hagerty Stewart & Associates LLC
Capital Growth Inc
Jay Wurtzler has no disclosures.
Please visit their SEC profile for more details.