Privacy Policy

James Merchant Capparelli Jr. (CRD#: 815320) by and through the to-be-formed JCJ Wealth & Tax Advisory LLC (“JCJ Wealth & Tax Advisory,” “we,” “us,” or “our”) respects your privacy and is committed to protecting any personal information you may provide through our website, www.jcjadvisory.com  (“Website”). This Privacy Policy explains how we collect, use, and protect information obtained through this Website. By visiting our Website, or providing us any information or interacting with the Website, you agree to the terms of this Privacy Policy.

We may collect limited personal information that you voluntarily provide to us, such as your name, email address, or phone number, when you choose to contact us through links or forms on the Website. We may also collect non-personally identifiable information automatically through cookies or analytics tools (such as Google Analytics), including your IP address, browser type, device information, and pages visited. This information helps us understand how visitors use our Website and improve its functionality.

We use the information we collect to: (i) respond to your inquiries or requests for information; (ii) improve the content, functionality, and performance of our Website; (iii) comply with applicable laws and regulations; and (iv) fulfill any other purpose for which you provided the information. We do not sell or rent personal information to any third parties.

Our Website may use cookies or similar technologies to collect information about your browsing behavior. Cookies help us understand user activity and may support the functionality of analytics or referral programs. You may disable cookies through your browser settings, but doing so may limit certain features of the Website.

Our Website may include links to third-party websites, referral partners, or resources. These external websites are not under our control, and this Privacy Policy does not apply to them. We encourage you to review the privacy policies of any linked websites you visit. Our placing a link on our site is not a recommendation and you should do your own due diligence on any third party company that you interact with. From time to time, we may receive compensation or other benefits when users visit or engage with these third-party links. Such relationships do not affect our objectivity or the advice we provide to clients.

If you become a client of JCJ Wealth & Tax Advisory LLC, we will collect nonpublic personal information (“NPI”) as part of providing advisory services. In accordance with Regulation S-P (17 C.F.R. § 248.1 et seq.) and its similar requirements in New York law and regulations, we do not disclose NPI about current or former clients except as permitted or required by law, such as to service providers, custodians, or regulators. We maintain reasonable physical, electronic, and procedural safeguards to protect your personal and confidential information. If you become a client and would like to opt-out of us sharing any NPI with third parties, please email us at jim@jcjadvisory.com.

We use reasonable administrative, technical, and physical measures to safeguard the limited personal information collected through this Website. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Our Website is not directed to individuals under the age of 13, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such information, we will promptly delete it. This Website is not intended to target individuals in Europe or the State of California.

Our Website may not respond to “Do Not Track” signals from browsers due to the lack of a consistent industry standard for such requests.

We may update this Privacy Policy periodically. When we do, we will revise the “Effective Date” above. We encourage you to review this Policy regularly to stay informed about how we protect your information.

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:
 

Mail: 418 Broadway #6784, Albany, NY 12207

Phone: (315) 300-2050

Email: jim@jcjadvisory.com

JCJ Wealth & Tax Advisory LLC associated with Arrowroot Family Office, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. “JCJ Wealth & Tax Advisory” is also a DBA of Arrowroot Family Office, LLC (“Arrowroot”). Advisory services are only offered to clients or prospective clients where JCJ Wealth & Tax Advisory LLC and/or Arrowroot and its representatives are properly licensed or exempt from licensure.

The information provided on this Website, is for informational purposes only and should not be construed as investment, legal, tax, or other professional advice. Nothing on this site constitutes a solicitation, recommendation, endorsement, or offer by us to buy or sell any securities or other financial instruments. Before making any investment or financial decisions, you should consult with a qualified professional advisor who understands your specific situation.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Any historical returns, expected returns, or projections may not reflect actual future performance. No representation is being made that any client or investor will or is likely to achieve profits or losses similar to those discussed on this website.
 

The information on this site is intended for residents of jurisdictions where JCJ Wealth & Tax Advisory LLC is registered or otherwise legally permitted to conduct business.

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