Jaclyn Paige Mazur

Current Employers

Employment History

• 10/2006 → 12/2018
  Rsg Partners
  La Jolla, CA
• 01/2009 → 11/2016
  Securities America, Inc.
  La Jolla, CA
• 11/2016 → 01/2024
  Woodbury Financial Services Inc
  Carlsbad, CA
• 07/2017 → Present
  Ruzam, Llc
  Carlsbad, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Carlsbad, CA

Previous Registrations

• 2016-12-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Carlsbad, CA
  Carlsbad, CA
• 2009-02-06 → 2016-12-01
  Securities America Advisors, Inc.
  Carlsbad, CA

Other Businesses

1. RUZAM, LLC POSITION: Officer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2016 ADDRESS: 2111 Palomar Airport Rd, 260, Carlsbad CA 92011; DESCRIPTION: Ruzam LLC is a holding company for our real estate investment properties. In addition, i assign my Securities income to the LLC then pay myself a W2 through the LLC. 2. GUIDE MY FINANCES POSITION: owner/president NATURE: This isa DBA for my LLC- Ruzam, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2009 ADDRESS: 6120 Paseo Del Norte, Suite L-2, Carlsbad CA 92011-1454, United States DESCRIPTION: marketing, sales, customer serviceGuide My Finances is the primary business name I use for marketing my financial planning practice. Guide My Finances is the business entity for insurance activities and divorce planning. Insurance - sale of fixed annuities, life insurance, long term care, disability, and health insuranceDivorce planning - divorce mediation support, divorce consulting, and expert witness 3. RUZAM, LLC POSITION: Owner NATURE: This is the business structure for my RIA, Guide My Finances. In addition, I assign the income from my securities income to the LLC and issue a W2 for my wages. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2017 ADDRESS: 6120 Paseo Del Norte, Ste. L2, Carlsbad CA 92011, United States DESCRIPTION: Own and operate the LLC. 4. OAK AVE CAPITAL, LLC POSITION: Member NATURE: LLC owned by our Living Trust - The Mazur Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2021 ADDRESS: 6120 Paseo Del Norte Suite L-2, Carlsbad CA 92011, United States DESCRIPTION: This is an LLC that owns a personal rental real estate property. My husband manages the rental. As a trustee of the trust that owns the property, I am an interested party. 5. GUIDE MY FINANCES POSITION: owner/president NATURE: This isa DBA for my LLC- Ruzam, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2009 ADDRESS: 1265 Carlsbad Village Dr, 201, Carlsbad CA 92008, United States DESCRIPTION: marketing, sales, customer serviceGuide My Finances is the primary business name I use for marketing my financial planning practice as well as my investment related business. Guide My Finances is the business entity for insurance activities and divorce planning. Insurance - sale of fixed annuities, life insurance, long term care, disability, and health insuranceDivorce planning - divorce mediation support, divorce consulting, and expert witness 6. FINANCIAL BEHAVIOR INSTITUTE POSITION: Founder NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 1265 Carlsbad Village Dr, #201, Carlsbad CA 92008, United States DESCRIPTION: Training and coaching other financial professionals who have a series 6 or 7. The program focuses on teaching advisors behavioral finance concepts and practice management tools. 7. INDIVIDUALLY OWNED ASSETS POSITION: Owner NATURE: Individually owned rental properties in the name of our trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2016 ADDRESS: 6120 Paseo Del Norte, Suite L-2, Carlsbad CA 92011-1454, United States DESCRIPTION: My husband and I own 2 rental real estate properties. The properties are owned in the name of our Family Living Trust.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-07-14

Designations

Other Names

• Jaclyn Paige Weitzberg
• Jaclyn Paige Weitzberg
• Jaclyn Schell
• Jaclyn Paige Schell
• Jaclyn Paige Weitzberg