Jurick Financial Services Privacy Policy Effective Date: October 3, 2023

FACTS WHAT DOES Jurick Financial Services DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include: ■ Social Security number and income ■ account balances and transaction history ■ investment experience and account transactions When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons Jurick Financial Services chooses to share; and whether you can limit this sharing.

REASONS WE CAN SHARE YOUR PERSONAL INFORMATION

DOES Jurick Financial Services SHARE?

CAN YOU LIMIT THIS SHARING?

For our everyday business purposes—

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus Yes No For our marketing purposes— to offer our products and services to you Yes No For joint marketing with other financial companies No We don’t share For our affiliates’ everyday business purposes— information about your transactions and experiences No We don’t share For our affiliates’ everyday business purposes— information about your creditworthiness No We don’t share For nonaffiliates to market to you No We don’t share

Questions? Call (954) 557-4859.

WHO WE ARE

Who is providing this notice? Jurick Financial Services

WHAT WE DO

How does Jurick Financial Services protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Jurick Financial Services collect my personal information?

We collect your personal information, for example, when you ■ open an account or give us your income information ■ tell us about your portfolio or deposit money ■ enter into an investment advisory contract We also collect your personal information from others, including affiliates and other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only ■ sharing for affiliates’ everyday business purposes—information about your creditworthiness ■ affiliates from using your information to market to you ■ sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing.

DEFINITIONS

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies. ■ We have no affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies. ■ Jurick Financial Services does not share with nonaffiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you. ■ Jurick Financial Services does not jointly market.