Privacy & Policy
Information J&B Financial Collects
The personal information J&B Financial Services Inc. collects directly comes from clients includes information required to effectively address client financial needs. This information could include but not limited to:
• Client name and address
• Financial circumstances
• Account balance and account transactions
• Social security number
• Employment information
How information is used
J&B Financial Services uses client information to run everyday functions. Using client information to provide financial guidance thus we may disclose the information to third parties as permitted by law. Also, there may be occasion where J&B Financial Services may be required to give information about our client businesses to regulatory authorities. Here at J&B Financial Services we do not sell client information to anyone.
How information is safeguarded
J&B Financial Services has procedures in place that we believe are reasonable designed to protect the security and confidentially of client information. This includes confidential contracts, password-protected user access to company files, and strict confidentially policies that all to all financial advisors.