This section contains important legal and compliance information regarding the services provided by Jonell Malone Financial Advisor. We are committed to transparency and upholding the highest regulatory standards.
Regulatory Disclosures
Jonell Malone Financial Advisor is a registered investment adviser. Registration with the U.S. Securities and Exchange Commission (SEC) or any state securities authority does not imply a certain level of skill or training.
Further information about Jonell Malone Financial Advisor is also available on the SEC's website at www.adviserinfo.sec.gov. You can search for us by our firm name or CRD number [Insert CRD Number Here if applicable].
Form ADV Part 2
Our Form ADV Part 2, also known as the "brochure," provides detailed information about our advisory services, fees, business practices, and any conflicts of interest. We encourage all current and prospective clients to review this document carefully.
You can access our Form ADV Part 2 by clicking the link below:
If you have any difficulty accessing the document or would like to request a paper copy, please contact us.
Business Continuity Plan
We maintain a Business Continuity Plan (BCP) designed to ensure we can continue to serve our clients in the event of a significant business disruption. A summary of our BCP is available upon request.
Privacy Policy & Terms of Service
For information on how we collect, use, and protect your personal information, please refer to our Privacy Policy.
Your use of this website is also governed by our Terms of Service.
Contact Information for Compliance Matters
If you have any questions regarding our compliance policies or legal disclosures, please contact:
Compliance Officer
Jonell Malone Financial Advisor
[Your Address]
[Your Email for Compliance]
[Your Phone Number for Compliance]