Call us toll free: 800-208-7233
Refer a Friend Everplans

PRIVACY POLICY

JB CAPITAL, LLC PRIVACY NOTICE

 JB CAPITAL, LLC PRIVACY NOTICE 

In November of 1999, Congress enacted the Gramm-Leach Bliley Act (GLBA). The GLBA requires certain financial institutions, such as investment adviser firms to protect the privacy of customer information. In certain situations, where a financial institution does disclose customer information to non-affiliated or affiliated third parties, customers must be given the opportunity to opt out or prevent such disclosure. JB Capital, LLC does not share or disclose customer information except as permitted or required by law. 

 

JB Capital, LLC is committed to safeguarding the confidential information of its clients. JB Capital, LLC holds all personal information provided by clients in the strictest confidence and it is the objective of JB Capital, LLC to protect the privacy of all clients. JB Capital, LLC shares non-public information solely to service client accounts. In the event that there were to be a change in this policy, JB Capital, LLC will provide clients with written notice and clients will be provided an opportunity to direct JB Capital, LLC as to whether such disclosure is permissible. 

To conduct regular business, JB Capital, LLC may collect personal information from sources such as: 

• Information reported by the client on applications or other forms the client provides to JB Capital, LLC 

• Information about the client’s transactions implemented by JB Capital, LLC or others 

• Information developed as part of financial plans, analyses or investment advisory services 

 

To administer, manage, service and provide related services for client accounts, it is necessary for JB Capital, LLC to provide access to customer information within the firm and to non-affiliated companies with whom JB Capital LLC has entered into agreements. To provide the utmost service, JB Capital, LLC may disclose the information below regarding customers and former customers, as necessary, to companies to perform certain services on JB Capital, LLC’s behalf. 

• Information JB Capital, LLC receives from the client on applications (name, social security number, address, assets, etc.) 

• Information about the client’s transactions with JB Capital, LLC or others (account information, payment history, parties to transactions, etc.) 

• Information concerning investment advisory account transactions 

• Information about a client’s financial products and service transactions with JB Capital, LLC 

 

JB Capital, LLC may also provide customer information outside of the firm as required by law, such as to government entities, consumer reporting agencies or third parties in response to subpoenas. In the event that JB Capital, LLC has a change to its customer privacy policy, JB Capital, LLC will allow its clients the opportunity to opt out of such disclosure. 

 

To contact us with questions, please call Margaret Mangone, Chief Compliance Officer at 1-800-208-7233. 

 

2017 Privacy Policy

JB CAPITAL, LLC 

PRIVACY POLICY

 

PRIVACY POLICY

Effective Date: July 1, 2004

 

We are committed to protecting your privacy. Our website is a great way to find out more about our services, access informative articles, market information and financial calculators. We will not collect any personal, identifiable information without your knowledge.

Identifiable information can be broken up into two categories, personal and non-personal information.

 

Non-personal information

The Johnson Brunetti website uses cookies, tracking pixels and related technologies. Cookies are small data files that are served by our platform and stored on your device. Our site uses cookies dropped by us or third parties for a variety of purposes including to improve the Site and to display relevant content, products, services and advertising.

 

Personal information

You can visit the site and remain anonymous by not providing any personal information. However, you may choose to share this information by completing applications, online forms or requesting that we contact you. Personal information includes, but is not limited to name, address, phone number, and email address.

When using secure areas of this website to provide or access your personal information, the information is encrypted, making it indecipherable to third parties. Your browser will indicate that you are in a secure area by displaying a locked padlock in the bottom of the screen. Internet connections cannot be guaranteed to be 100% secure. We have taken all reasonable measures to protect the information entered and accessed on the website. However, we cannot be liable for unintentional disclosure of information.

 

Sharing information

Your personal information will not be sold, or shared with unaffiliated third parties unless there is a need to disclose information to process a transaction or when the law requires it. Information collected will be emailed directly to us and will be used to provide you with more value, better service, or process a transaction for you. Other sites linked to this site are not covered under this privacy agreement.

 

Changes to this policy

Future changes may be made to our privacy policy. If you are a client, we will not make any change without first sending you a revised policy. Those changes will also be addressed on this website, which reflects the current privacy policy.