At J.R. Young, P.C. your privacy is our priority. We collect personal information to open your account(s), to process your transactions, and to help us provide a better level of service. We do not sell your personal information to anyone. We take extensive measures to protect the security and confidentiality of the personal information we collect.
Our relationship with you is our most important asset. We understand that you have entrusted us with your private financial information, and we do everything we can to maintain that trust.
Types of Non-public Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice, except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, to the custodian and broker for your account, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.
Security of Current and Former Clients’ Information
We retain records relating to the investment services we provide so we are better able to assist you with your investment needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.