Privacy Policy

 JMF Capstone Wealth Management (“JMF Capstone”) is committed to client confidentiality and to protect your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic financial information obtained by JMF Capstone in connection with carrying out our services.

Information We Collect

JMF Capstone collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information JMF Capstone collects may include:

  • Information JMF Capstone receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
  • Information you provide JMF Capstone directly about your personal finances or personal circumstances or which JMF Capstone may receive from brokerage statements or other information you authorize JMF Capstone to receive.

Information Disclosed in Administering Products and Services

JMF Capstone will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. JMF Capstone does not sell any personal information about you to any third party. JMF Capstone will not disclose personal information without your authorization, except as required or permitted by law.

JMF Capstone will, unless otherwise requested by you, share certain tax-related information with our affiliate, JamisonMoneyFarmer PC (JMF PC), as needed in order for that affiliate to perform certain tax return preparation, tax planning and other related tax services as may be authorized by you.

You may limit JMF PC from marketing their products or services to you based on information that we share with them, such as income and your account history. Your decision to limit marketing offers from JMF PC will apply for 5 years. Once that period expires, you will be allowed to extend your decision. This limitation does not apply in certain  circumstances, such as if you currently do business with JMF PC or if you ask to receive information or offers from them.  To limit marketing offers, contact Joel Lake by phone, (205)366-4049.

Procedures to Protect Confidentiality and Security of Your Personal  Information

JMF Capstone has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, JMF Capstone maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information.

We value your business and will update our policy and procedures when necessary to ensure that your privacy is maintained and that JMF Capstone conducts business in a way that fulfills our commitment to you.

©2024 JMF Capstone Wealth Management