Jay Wurtzler is a skilled professional, who works in Independent Financial Group on the position of Registered Principal from 2003. This person has earned professional experience in more than four positions at different companies. Jay Wurtzler went to the Institute For Divorce Financial Analysts (Idfa) and was studying there from 2018 to 2018. Jay has professional qualifications: Certified Financial Planner, Certified Financial Planner, and Certified Divorce Financial Analyst (Cdfa). San Diego, California is the area, where this professional was lastly known to settle. Their e-mail and phone can be accessed through this website by request.
Name variants:
Jacob Wurtzler,
Jason Wurtzler,
Jasper Wurtzler
Contact Information
Last Update
Jan 29, 2016
Email
jw**@ifgsd.com, ja**@capitalgrowthinc.com, jw**@captialgrowthinc.com
Location
San Diego, CA
Company
Independent Financial Group
Workplace
Registered Principal
Work History
Registered Principal
Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial profe...
from Dec 2003
Executive Vice President
8910 University Center Ln SUITE 150, San Diego, CA 92122
from Apr 1988
8910 University Ctr Ln, San Diego, CA 92122
Education
2018 — 2018
2014 — 2014
from 1990
1989 — 1990
1981 — 1985
1978 — 1981
Occupations
Executive
Executive Vice President
Professor
School Principal
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Financial Planning
Asset Management
Retirement Planning
Investment Advisory
Annuities
Fixed Annuities
Strategic Financial Planning
Retirement
Portfolio Management
IRAs
Wealth Management
Alternative Investments
Investment Strategies
Life Insurance
Variable Annuities
Wealth Management Services
Term Life Insurance
College Savings Plans
Investment Management
Financial Advisory
Estate Planning
Employee Benefits
Securities
Bonds
Series 7
Mutual Funds
Series 63
Insurance
Financial Services
Iras
401K
Finance
Separately Managed Accounts
Finra
Wealth
Series 65
Etfs
Long Term Care Insurance
Equities
Asset Allocation
Series 6
Wealth Accumulation
Uniform Combined State Law
Disability Insurance
Financial Planners
Series 24
Pensions
Long Term Care
401K Rollovers
529 Plans
FAQs about Jay Wurtzler
What's the main profession of Jay Wurtzler?
Jay is a Registered Principal.
What are the main profession of This expert?
These person's professions are Executive and Executive Vice President
Where is Jay Wurtzler currently located?
The professional is currently located in San Diego, California.
What is the professional's email?
The professional's email is jw**@ifgsd.com and ja**@capitalgrowthinc.com.
How many companies did Jay Wurtzler work at?
The professional worked at four jobs.
Does Jay Wurtzler have personal webpage or blog?
Jay Wurtzler`s website is http://www.capitalgrowthinc.com.
What education does Jay Wurtzler have?
Jay studied at the Institute For Divorce Financial Analysts (Idfa) from 2018 to 2018.
What are the certifications of Jay Wurtzler?
The expert received the following certifications: Certified Financial Planner, Certified Financial Planner, and Certified Divorce Financial Analyst (Cdfa).