Effective Date: January 1, 2025 | Last Updated: January 1, 2025
J5 Financial Services LLC ("Company," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at j5financialservices.com or interact with our services. Please read this policy carefully. If you disagree with its terms, please discontinue use of our site.
We collect information you voluntarily provide when you fill out forms, request information, or otherwise contact us, including:
When you visit our website, we may automatically collect certain information, including:
We use the information we collect for the following purposes:
If you have opted in to receive SMS communications from J5 Financial Services LLC, we may contact you via text message using an automated telephone dialing system (ATDS) for marketing, promotional, and informational purposes related to our financial products and services.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We do not sell, trade, rent, or otherwise transfer your personal information to outside parties, except as described below:
We may share your information with trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you — provided they agree to keep this information confidential. These may include email service providers, web hosting services, and CRM platforms.
We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).
In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal information may be transferred as part of that transaction. We will notify you of any such change.
We may disclose your information to protect the rights, property, or safety of J5 Financial Services LLC, our clients, or others, including exchanging information with other companies for fraud protection purposes.
SMS/text messaging opt-in information, including consent records and originator opt-in data, will never be shared with any third parties under any circumstances.
We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.
Depending on your location, you may have certain rights regarding your personal information:
To exercise any of these rights, please contact us at jackson@j5financialservices.com. We will respond to your request within 30 days.
Our website may use cookies and similar tracking technologies to enhance your experience. Cookies are small files placed on your device that help us analyze web traffic and customize content.
Types of cookies we may use:
You can control cookie settings through your browser settings. Disabling certain cookies may affect website functionality.
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you are a parent or guardian and believe your child has provided us with personal information, please contact us immediately at jackson@j5financialservices.com and we will delete such information.
We reserve the right to update or modify this Privacy Policy at any time. Changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically. Continued use of our website after changes constitutes acceptance of the revised policy.
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: