JWS may periodically publish industry-related content that may include, but is not limited to, market commentary, articles regarding industry trends, and republication of content from outside sources. No part of the content may be reproduced in any form, or redistributed for any purpose, without the express written consent of JWS.
The content is intended for informational purposes only; it should not be considered investment advice and does not constitute an offer to sell or solicitation of an offer to buy any interest in any security. Such an offer can only be made by the appropriate offering or disclosure documents. Any past performance is for illustrative purposes only and is not indicative of future investment results. Any materials, comments, or statements used in the content do not necessarily reflect the views or opinions of JWS or affiliates. The content may contain certain projections that are based on assumptions which are subject to significant uncertainties, are difficult to predict, and are beyond the control of JWS and actual results may vary. Certain information included in the content may have been provided by sources we believe to be accurate, however, we do not warrant the accuracy of such information.
JWS does not offer legal, accounting, or tax advice. You agree not to hold JWS liable for any possible claim for damages arising from any decision you make based on information made available to you through this website.
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JWS will collect telephone numbers, email addresses and other information volunteered by you via various form-prompts when navigating the JWS website. In response, representatives of JWS may telephone and/or email you with information regarding JWS services or upcoming events. This information you provide is not shared with other organizations. If you do not wish to receive such initial telephone calls or email contact, please do not provide this information. If you would like to discontinue future communications, please let us know by sending us an email or calling us at the contact information listed on the JWA website.
Chartered Financial Analyst (CFA) – A person who has been awarded the CFA charter from the Association of Investment Management and Research (AIMR) that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standard, Inc and are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. In order to achieve and maintain certification, CFP® professionals must: 1) pass the comprehensive CFP® Certification Examination, 2) pass the CFP Board’s Fitness Standards for Candidates and Registrants, 3) agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first, 4) comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement, and 5) complete 30 hours of continuing education (including 2 hours of approved Ethics CE) every two years.
Certified Public Accountant (CPA) is a designation given to individuals who offer financial statement audits and other attestation services to help inform investors about the financial health of organizations. They also provide individuals and families with valuable knowledge and advice on taxes and financial planning. These professionals must have extensive education—at least 150 hours—pass a rigorous four-part exam and meet experience requirements.
Registered Investment Adviser (RIA) – A person or firm who, for compensation, provides advice to clients as to the value of securities or thepurchasing or selling of securities. RIAs are required to register with the Securities and Exchange Commission or a state securities regulator.
Form ADV – The uniform form for use by investment advisors to register with the Securities and Exchange Commission and state securities authorities. The form is updated at least annually and is also used to comply with SEC Rule 206(4)-4, which obligates investment advisors to disclose relevant financial and disciplinary information to clients.
JWS may collect email addresses and information volunteered by you on our website. This information is not shared with other organizations. If you supply us with your telephone number(s) online, you may receive telephone contact from us with information regarding new products and services or upcoming events. If you do not wish to receive such telephone calls, please let us know by sending us an email, calling us, or writing to us at the contact information provided on this site.
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