Privacy Policy

At Jim Bray, Certified Financial Planner (CFP®), we are committed to protecting your privacy and safeguarding your personal information. This privacy policy outlines how we collect, use, disclose, and protect the information provided to us.

• We collect personal information directly from you when you engage with us for financial planning and advisory services. This information may include but is not limited to:
• Name
• Contact information (address, email, phone number)
• Financial information
• Investment objectives and risk tolerance
• Employment information
• Other relevant personal details necessary for providing financial advice

The information collected is used for the following purposes:

• Providing personalized financial advice and services tailored to your needs and goals
• Communicating with you regarding your financial plans, updates, and other relevant information
• Complying with legal and regulatory requirements
• Improving our services and offerings

We may disclose your personal information to third parties only in the following circumstances:

• With your consent
• To trusted partners and service providers who assist us in delivering our services (e.g., custodians, financial institutions, legal advisors)
• To comply with legal obligations or regulatory requirements
• In response to valid requests from law enforcement or government agencies

We are committed to ensuring the security of your personal information. We employ industry-standard security measures to protect against unauthorized access, disclosure, alteration, or destruction of your data. However, please note that no method of transmission over the internet or electronic storage is entirely secure, and we cannot guarantee absolute security.

We will retain your personal information only for as long as necessary to fulfill the purposes outlined in this privacy policy or as required by law. Upon termination of our engagement, we will securely dispose of or anonymize your data in accordance with applicable laws and regulations.

You have the right to access, update, or request the deletion of your personal information held by us. If you wish to exercise any of these rights or have any questions or concerns regarding your privacy, please contact us using the information provided below.

If you have any questions or concerns about our privacy practices or this privacy policy, please contact us at:

We reserve the right to update or modify this privacy policy at any time. Any changes will be posted on our website, and we encourage you to review this policy periodically for updates.
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By engaging our services, you consent to the collection, use, and disclosure of your personal information as described in this privacy policy.