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JP Wealth Management, Inc.
977 N. Broadway N. Massapequa NY 11758 Phone: (516) 541-0022 Fax: (516) 541-7760
977 N. Broadway N. Massapequa NY 11758 Phone: (516) 541-0022 Fax: (516) 541-7760
Please read the regulatory and consumer information below

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Important Consumer Disclosure

JP Wealth Management, Inc. (“JPWM”) is an SEC registered investment adviser located in Mt. Pleasant, SC.  JPWM and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which JPWM maintains clients.  JPWM may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.  JPWM’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.  Accordingly, the publication of JPWM’s web site on the Internet should not be construed by any consumer and/or prospective client as JPWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from JPWM.  Any subsequent, direct communication by JPWM 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 JPWM, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov.  A copy of JPWM’s current written disclosure statement discussing JPWM’s business operations, services, and fees is available from JPWM upon written request.  JPWM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JPWM’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.

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