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Privacy Policy

Rev. May-20

FACTSWhat does Jato Wealth Advisory, LLC do
with your personal information?
  
Why?Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
  
What?The types of personal information we collect and share depend on the product or service you have with us. This information can include: Social Security number and incomeInvestment experience and risk toleranceAssets and account transactions When you are no longer our customer, we continue to share your information as described in this notice.
  
How?All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Jato Wealth Advisory, LLC chooses to share; and whether you can limit this sharing.
  
Reasons we can share your personal informationDoes Jato Wealth Advisory, LLC share?Can you limit this sharing?
For our everyday business purposes —
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
YesNo
For our marketing purposes —
to offer our products and services to you
YesNo
For joint marketing with other financial companiesYesNo
For our affiliates’ everyday business purposes —
information about your transactions and experiences
NoWe don’t share
For our affiliates’ everyday business purposes —
information about your creditworthiness
NoWe don’t share
For our affiliates to market to youNoWe don’t share
For non-affiliates to market to youNoWe don’t share
  
  
Questions?Call (478) 455-3564 or email austin.proctor@jatowealth.com.
                
Who we are
Who is providing this notice?Jato Wealth Advisory, LLC, a registered investment adviser.  
  
What we do
How does Jato Wealth Advisory, LLC protect my personal information?To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Jato Wealth Advisory, LLC collect my personal information?We collect your personal information, for example, when you Open an account  Provide account informationSeek advice about your investmentsTell us about your investment or retirement portfolio Enter into an investment advisory contract
Why can’t I limit all sharing?Federal law gives you the right to limit only sharing for affiliates’ everyday business purposes — information about your creditworthinessaffiliates from using your information to market to yousharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing.
  
Definitions
AffiliatesCompanies related by common ownership or control. They can be financial and nonfinancial companies. Jato Wealth Advisory, LLC has no affiliates.
Non-affiliatesCompanies not related by common ownership or control. They can be financial and nonfinancial companies. Jato Wealth Advisory, LLC does not share with non-affiliates so they can market to you.
Joint marketingA formal agreement between nonaffiliated financial companies that together market financial products or services to you. Jato Wealth Advisory, LLC doesn’t jointly market.