JG
Jayce G. Gispan
GUIDE MY FINANCES
Carlsbad, CA 92008
Some features on this profile are disabled
CRD#: 7543080
JG
Professional summary
Jayce Gabriel Gispan is a registered financial advisor currently at GUIDE MY FINANCES located in Carlsbad, California.
Jayce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jayce has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jayce Gabriel Gispan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 21, 2025 - Present
GUIDE MY FINANCES
Office #1: 1265 Carlsbad Village Dr., #201, Carlsbad, CA 92008RIA
CRD#: 289013
Carlsbad, CA
Past
August 21, 2025 - April 28, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
CARLSBAD, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/21/2025)
Exams
Current Firm
GM
GUIDE MY FINANCES
GUIDE MY FINANCES | RUZAM LLC
CRD#: 289013 / SEC#:
California
Registered Investment Advisory firm - (10/3/2017 Approved)Texas
Registered Investment Advisory firm - (7/13/2021 Conditional Restricted)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1265 Carlsbad Village Dr., #201, Carlsbad, CA 92008
Mailing Address
Phone number
(760) 547-7585
Established
Firm type
Fiscal year end
# of Employees
9
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
