Privacy Policy and Terms of Use

Introduction

At JBI Wealth Management, we are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines the types of information we collect, how we use it, and the measures we take to safeguard your information.

Information We Collect

We collect personal information that you provide to us directly, such as when you contact us, subscribe to our newsletters, or use our services. This may include your name, email address, phone number, financial information, and other details relevant to providing our services.

How We Use Your Information

We use the information we collect to:

• Provide and improve our services
• Communicate with you regarding your account and our services
• Send you updates, newsletters, and promotional materials
• Conduct research and analysis to enhance our offerings
• Comply with legal obligations

Sharing Your Information

We do not sell, trade, or otherwise transfer your personal information to outside parties without your consent, except as required by law or as necessary to provide our services. We may share your information with trusted third parties who assist us in operating our website, conducting our business, or providing you with services, so long as those parties agree to keep this information confidential.

Security Measures

We implement a variety of security measures to maintain the safety of your personal information. This includes using advanced encryption and secure servers to protect your data from unauthorized access, alteration, or disclosure.

Cookies and Tracking Technologies

Our website may use cookies and other tracking technologies to enhance your experience. These technologies help us understand how you use our site, allowing us to improve our services and provide you with personalized content.

Your Rights

California Privacy Rights

If you are a California resident, you have specific rights regarding your personal information. These include the right to:

• Request information about the categories and specific pieces of personal information we have collected about you
• Request deletion of your personal information
• Opt-out of the sale of your personal information
• European Privacy Rights (GDPR)
• If you are located in Europe, you have the following rights under the General Data Protection

European Privacy Rights (GDPR)

If you are located in Europe, you have the following rights under the regulations (GDPR):

Access: You have the right to request access to the personal data we hold about you.

Rectification: You have the right to request correction of any inaccurate or incomplete data.

Erasure: You have the right to request deletion of your personal data under certain circumstances.

Restriction: You have the right to request that we restrict the processing of your personal data.

Data Portability: You have the right to request transfer of your data to another service provider.

Objection: You have the right to object to the processing of your personal data.

If you wish to exercise any of these rights, please contact us at info@jbiwealthmanagement.com.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and we encourage you to review this policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at info@jbiwealthmanagement.com.