Notice of Right to Opt‑Out of Sale/Sharing of Personal Information (California)
We use advertising and analytics cookies/pixels that may be considered a “sale” or “sharing” of personal information under California law (cross‑context behavioral advertising). Use this form to tell us not to sell or share your personal information for these purposes.
Our advisory service provides algorithmic, web‑delivered education (your Asset Allocation Score) and, only if you request it, an optional introduction to unaffiliated registered investment advisers (“Participating Advisers”). If you ask us to make an introduction, we share your referral details at your direction, which we do not treat as a “sale” or “sharing.”
Who this applies to:
How to exercise your right:
1. Submit the form below, or 2. email privacy@jbwealthadvisors.com with the subject “Do Not Sell or Share My Personal Information.” We will process your request as soon as feasible and no later than 15 business days, and we will direct applicable third parties to honor your choice. You will receive a confirmation email when completed.
About devices/browsers:
What this covers (and doesn’t):
- Covers: use of advertising/analytics technologies (e.g., ad pixels/cookies) for cross‑context behavioral advertising.
- Doesn’t cover: strictly necessary cookies or disclosures you direct us to make (e.g., when you request an adviser introduction).
Minors:
We do not sell or share the personal information of consumers we know are under 16 years of age.
Non‑discrimination:
Need help?
Email privacy@jbwealthadvisors.com. (See our Privacy Policy for full details and other rights.)
Do Not Sell My Info Form
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