Privacy Policy

Our Commitment to Your Privacy

At JS Alan, we value your trust and are committed to protecting your personal information. As a Registered Investment Advisor, we adhere to strict fiduciary and regulatory standards that require safeguarding client data and maintaining the highest levels of confidentiality.

Information We Collect

We collect only the information necessary to provide personalized financial advice and services. This may include:

Contact details such as name, email address, and phone number
Financial account and transaction data
Investment objectives, income, and net worth information
Tax or legal documents relevant to your financial plan

All information is collected directly from you or authorized third parties with your consent.

How We Use Your Information

We use your information solely to deliver our advisory services, including:

Developing and maintaining your financial plan and investment strategy
Managing client accounts and processing transactions
Communicating updates, reports, and educational insights
Meeting regulatory and compliance obligations

We do not sell or share your personal information for marketing purposes.

How We Protect Your Information

We employ physical, electronic, and procedural safeguards to protect your data. This includes:

Secure data encryption and password protection
Restricted employee access on a need-to-know basis
Regular compliance reviews and cybersecurity monitoring

All third-party service providers we use are required to maintain equivalent privacy and data protection standards.

Sharing Information

We may share information only when necessary to deliver our services or comply with legal obligations, such as:

Account custodians or financial institutions you’ve authorized
Regulators or auditors, when required by law
Technology vendors assisting with secure communications or reporting

In every instance, we ensure these parties are bound by confidentiality agreements.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us directly.
We will honor all reasonable requests in accordance with applicable privacy and record-keeping laws.

Updates to This Policy

We may update this Privacy Policy from time to time to reflect regulatory or operational changes. Any updates will be posted on this page with an updated “Last Revised” date.

Contact Us

If you have questions or concerns about our privacy practices, please contact:
JS Alan, LLC
468 N. Camden Dr. #200
Beverly Hills, CA 90210
admin@jsalanllc.com