Intake Form | JG Wealth Management, LLC

2305 Historic Decatur Road Suite 100 San Diego, CA 92106

(619) 780-2952

info@jg-wm.com

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Contact

Office: (619) 780-2952

Toll-Free: (800) 428-4843

Fax: (253) 426-3361

2305 Historic Decatur Rd.

Suite 100

San Diego, CA 92106

info@jg-wm.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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WARRANTIES & DISCLAIMERS

There are no warranties implied.

FIRM BROCHURE PRIVACY POLICY

JG Wealth Management ("RIA Firm") is a registered investment adviser located in Seattle, Washington. JG Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. JG Wealth Management's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of JG Wealth Management's web site on the Internet should not be construed by any consumer and/or prospective client as JG Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by JG Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of JG Wealth Management, please contact the state securities regulators for those states in which JG Wealth Management maintains a registration filing. A copy of JG Wealth Management's current written disclosure statement discussing JG Wealth Management's business operations, services, and fees is available at the SEC's investment adviser public information website - www.adviserinfo.sec.gov or from JG Wealth Management upon written request. JG Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JG Wealth Management's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.