Privacy Policy

What Does Jet Wealth Advisors Do With Your Personal Information

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include your Social Security number and income, account balances and payment history, and credit history and credit scores.

How?

All financial companies need to share customers' personal information to run their everyday business. Below, we explain the reasons financial companies can share their customers' personal information, the reasons Jet Wealth Advisors chooses to share, and whether you can limit this sharing.

Reasons We Can Share Your Personal Information

For our everyday business purposes — such as processing your transactions, maintaining your account(s), responding to court orders and legal investigations, or reporting to credit bureaus — we share your information, and you cannot limit this sharing.

For our marketing purposes — to offer our products and services to you — we share your information, and you can limit this sharing.

For joint marketing with other financial companies, we do not share your information.

For our affiliates' everyday business purposes — information about your transactions and experiences — we share your information, and you can limit this sharing.

For our affiliates' everyday business purposes — information about your creditworthiness — we share your information, and you cannot limit this sharing.

For our affiliates to market to you, we do not share your information.

For nonaffiliates to market to you, we do not share your information.

To Limit Our Sharing

You can limit our sharing by calling 858-457-1003, where our menu will prompt you through your choice(s), or by visiting us online at www.jetwealthadvisors.com.

You may also write to us at Jet Wealth Advisors, 4275 Executive Square, Suite 1030, La Jolla, CA 92037, including your name, address, and account number, and let us know which of the following you would like to limit: sharing information about your creditworthiness with our affiliates for their everyday business purposes; allowing our affiliates to use your personal information to market to you; and/or sharing your personal information with nonaffiliates so they can market their products and services to you. If you have a joint account, your choice(s) will apply to everyone on the account unless you tell us otherwise.

Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

Questions?

Call 858-457-1003 or go to www.jetwealthadvisors.com.

Who is providing this notice?

Jet Wealth Advisors.

How does Jet Wealth Advisors protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Jet Wealth Advisors collect my personal information?

We collect your personal information, for example, when you open an account or deposit money, pay your bills or apply for a loan, or use your credit or debit card. We also collect your personal information from other companies.

Why can't I limit all sharing?

Federal law gives you the right to limit only sharing for affiliates' everyday business purposes — information about your creditworthiness; affiliates from using your information to market to you; and sharing for nonaffiliates to market to you. State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account.

Definitions

Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies.

Nonaffiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Joint Marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

Other Important Information

Mobile Information Privacy

Your mobile information or data will not be shared with third parties for marketing or promotional purposes. Your data will not be transferred to external organizations under any circumstances.

You have the right to opt out of SMS messaging campaigns at any time. To opt out, reply "STOP" to any SMS message you receive from us, or contact our support team at john.toman@jetwealthadvisors.com for assistance.

Download our Privacy Policy