San Diego, CA 92109. Learn about financial planning, investment strategies, and wealth management on Capital Insights, from one of the top financial advisor firms in San Diego.Andrew Jones specializes in high-net worth investing. Learn about PWM Podcast, Insights and Outcomes, and Managing Significant Wealth. You may owe capital gains taxes if you sold stocks, real estate or other investments. Below is information about filing a Statement of Economic Interest, or Form 700: What must be filed? When must a Form 700 be filed? The City's Ethics Ordinance includes City laws regarding the disclosure of economic interests. May fill gaps in the statewide rebate program in creative ways. Of capital assets in a costeffective manner.