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California Consumer Privacy Notice

This privacy notice for California residents (notice) supplements the information contained in the privacy policies of KW WEALTH MANAGEMENT LLC.  This applies solely to visitors, users, and others who reside in the State of California (consumers or you). We provide this notice to comply with the California Consumer Privacy Act of 2018 (CCPA) and the regulations issued under it; accordingly, this notice addresses the specific requirements of the CCPA and should be read together with the other KW WEALTH MANAGEMENT privacy policies that apply based on your relationships with us.

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IMPORTANT PRIVACY CHOICES FOR CONSUMERS

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You have the right to control whether we share some of your personal information. Please read the information below carefully before you make your choices.

We are required by the California Financial Information Privacy Act to provide this notice to you annually. We will also send you an additional notice each year that tells you about your privacy rights under federal law.

This Privacy Notice applies to the JPMorgan Chase & Co. family of companies.

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YOUR RIGHTS

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You have the following rights to restrict the sharing of personal and financial information with our affiliates (companies we own or control) and outside companies that we do business with. Nothing in this form prohibits the sharing of information necessary for us to follow the law, as permitted by law, or to give you the best service on your accounts with us. This includes sending you information about some other products or services.

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YOUR CHOICES

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Restrict Information Sharing With Companies We Own or Control (Affiliates): Unless you say "No," we may share personal and financial information about you with our affiliated companies.

[ ] NO, please do not share personal and financial information with your affiliated companies.

Restrict Information Sharing With Other Companies We Do Business With To Provide Financial Products And Services: Unless you say "No," we may share personal and financial information about you with outside companies we contract with to provide financial products and services.

[ ] NO, please do not share personal and financial information with outside companies you contract with to provide financial products and services.

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TIME SENSITIVE REPLY

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We cannot respond to your request or provide personal information to you if we cannot verify your identity or authority to make the request and confirm that the personal information relates to you. We will use the personal information you provide in a verifiable consumer request only to verify the requester's identity or authority to make the request and to maintain a record of your request. If you have an account with us, we will deliver our written response through that account. If you do not have an account with us, we will not deliver our response. Our response will also explain why we cannot comply with a request, if applicable. We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide a cost estimate to you before completing your request.

You may make your privacy choice(s) at any time. Your choice(s) will remain unless you state otherwise. However, if we do not hear from you we may share some of your information with affiliated companies and other companies with whom we have contracts to provide products and services.

To exercise your choices do one of the following:

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Please note that for us to process your request, the address you provide below must be a California address you've given to us in relation to your account
 

  • First Name: _________________________________

  • Last Name: _________________________________

  • Account number: ___________________________

  • Street address: _____________________________

  • City: ______________________________________

  • State: CA

  • ZIP: _______________________________________

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  • Signature: _________________________________

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  • Date: ______________________________________

 

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Effective as of June 12, 2024

 

Based in California

KW Wealth Management LLC is not a law firm or CPA firm. The materials presented is intended for education and information only. If you require the service of an attorney or CPA, we recommend you seek out one and verify their experience.  

A copy of the firm’s Form ADV is available through the SEC’s website at www.adviserinfo.sec.gov. Individual securities licenses and disclosure are available through https://brokercheck.finra.org, or upon request.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

 

2024 KW Wealth Management ™ All rights reserved

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