JWK Financial LLC (“JWK”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. JWK will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.
Privacy is important to us.
We want clients to understand what information we collect, how we use it, and how we protect your personal information.
Why? We gather information about you so that we can:
Help design and implement the investment and planning related services we provide you; and
Comply with the Federal and State laws and regulations that govern us
What? We may collect the following types of “nonpublic personal information” about you:
Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information
Information that we generate to service your financial needs
Information that we may receive from third parties with respect to your financial profile
What Information We Disclose
How We Protect Your Personal Information
Privacy has always been important to JWK. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with JWK will be subject to confidentiality agreements.
To submit questions, comments, or report an incident, please contact us at: email@example.com