Last Updated on 08/12/2026. This privacy policy is effective immediately.

Overview and Scope

J. Martin Wealth Management, LLC ("J. Martin Wealth Management," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect through www.jmartinwm.com, how we use it, who we share it with, and the choices available to you.

This policy applies to visitors of this website and to clients of the firm. It does not apply to third-party websites that we link to, including custodian, insurance carrier, and planning software portals. Those sites operate under their own privacy policies.

Our Relationship with Tucker Asset Management LLC

Jeff Martin, CRPC®, is an investment adviser representative of Tucker Asset Management LLC, an SEC-registered investment advisor. Investment advisory services are offered through Tucker Asset Management LLC, which is independent of J. Martin Wealth Management, LLC.

Because Tucker Asset Management LLC supervises our advisory activity, certain records, including client communications and advertising materials, are shared with and retained by Tucker Asset Management LLC to meet its compliance and books-and-records obligations under the Investment Advisers Act of 1940.

Information We Collect

Information you provide directly

• Name, email address, telephone number, and mailing address submitted through a contact form, appointment request, or seminar registration

• The subject of your inquiry and any information you choose to include in a message to us

• Financial information you provide during the planning process, such as income, account balances, employer benefits, and retirement goals

Information collected automatically when you visit the site

• IP address and approximate geographic region derived from it

• Browser type and version, device type, and operating system

• Pages viewed, time spent on each page, and the website or link that referred you

Information we receive from third parties

• Account and transaction information from Charles Schwab, our custodian, for accounts you have authorized us to service

• Information from employer plan providers, insurance carriers, or data aggregation services that you have authorized

We do not request or accept Social Security numbers, account numbers, driver’s license numbers, or dates of birth through this website or by email. See the section titled Sensitive Information Is Not Collected by Email or Web Form.

Cookies and Similar Tracking Technologies

A cookie is a small text file that a website places on your device so it can recognize your browser on a return visit. This site uses the following categories of cookies and similar technologies.

Category

Purpose

Can you disable it?

Strictly necessary

Allows the site to load, keeps it secure, and lets contact and appointment forms submit properly.

No. The site will not function correctly without these.

Analytics and performance

Google Analytics 4 measures aggregate traffic, which pages are visited, and how the site performs. We do not use this data to identify individual visitors.

Yes, through your browser settings.

You can control or delete cookies through your browser settings. The steps vary by browser and are located in the browser’s help or privacy menu. Blocking strictly necessary cookies may prevent parts of this site from working.

We do not display third-party advertising on this website, and we do not permit advertising networks or ad servers to place advertisements here. We do not sell or share information collected on this site for third-party marketing purposes.

Because we use Google Analytics, you can opt out across all websites by installing the Google Analytics Opt-out Browser Add-on available from Google.

How We Use Your Information

• To respond to inquiries, schedule meetings, and communicate with you about your questions

• To provide financial planning and investment advisory services

• To deliver educational content, seminar invitations, and newsletters you have requested

• To maintain, secure, and improve the website

• To meet our legal, regulatory, supervisory, and recordkeeping obligations

We do not use website analytics data to develop or deliver individualized investment recommendations.

How We Share Your Information

We do not sell your personal information, and we do not rent or trade it. We share information only in the circumstances described below.

• Tucker Asset Management LLC, our supervising SEC-registered investment advisor, for compliance oversight and required recordkeeping

• Charles Schwab, our custodian, to open, fund, and service accounts you authorize

• Service providers that support the practice, including but not limited to RightCapital for financial planning, Calendly for scheduling, Redtail for client relationship management, DocuSign for electronic signature, and our email, archiving, and website hosting providers

• Insurance carriers and product sponsors when you apply for a product through us

• Regulators, auditors, and law enforcement when required by law, subpoena, or other lawful request

• Professionals you direct us to work with, such as your CPA or attorney, when you have authorized the exchange

• A successor advisory firm in the event of a sale, merger, or succession of the advisory practice. Any such transfer would be handled consistent with the Investment Advisers Act of 1940, including the client consent requirements that apply to an assignment of an advisory agreement. You would receive notice before your information transferred.

Each service provider is contractually obligated to protect the information it receives and to use it only to perform services for us.

Sensitive Information Is Not Collected by Email or Web Form

Please do not send Social Security numbers, account numbers, driver’s license numbers, or dates of birth by email or through any form on this website. Standard email is not a secure medium.

We collect this information by telephone at (480) 630-6177 or through a secure document portal. This practice is consistent with the FTC Safeguards Rule and SEC Regulation S-P.

Privacy of Client Financial Information (Regulation S-P)

For clients of the firm, the Gramm-Leach-Bliley Act and SEC Regulation S-P require us to explain how we handle nonpublic personal information, which means personally identifiable financial information you provide to us or that we obtain in connection with providing services to you.

Where we collect it

• Account applications, planning questionnaires, and information you give us in meetings

• Transactions with us, our custodian, or product sponsors

• Verification or consumer reporting services, where applicable to an application

What we disclose

We do not disclose nonpublic personal information about current or former clients to nonaffiliated third parties except as permitted by law. Permitted disclosures include those necessary to service your accounts, those made to our supervising registered investment advisor and to service providers acting on our behalf, and those required by regulators or legal process.

If our practices change in a way that would require us to offer you the ability to opt out of a disclosure, we will notify you and provide that opportunity before the disclosure is made.

How We Protect Your Information

We maintain written policies along with physical, electronic, and procedural safeguards designed to protect your information. These include:

• Encrypted transmission of documents through a secure portal rather than standard email

• Access controls that limit information to those who need it to perform their role

• Multi-factor authentication on business systems

• Secure disposal of paper and electronic records, consistent with Arizona Revised Statutes section 44-7601, which requires that personal information be discarded in a manner that renders it unreadable

No method of transmission over the internet or method of electronic storage is completely secure. While we work to protect your information, we cannot guarantee absolute security.

How Long We Keep Information

We retain client records for the periods required by SEC and state recordkeeping rules, generally not less than five years from the end of the fiscal year in which a record was created, and longer where a rule or our policy requires it. Our regulatory retention obligations may prevent us from deleting certain records on request.

Website analytics data is retained for 14 months.

Your Choices and Rights

• Marketing email: you may unsubscribe at any time using the link in any marketing message. We will still send communications necessary to service your accounts.

• Access, correction, and deletion: you may ask us what personal information we hold about you and request that we correct or delete it. We will honor the request to the extent our regulatory recordkeeping obligations allow.

• State privacy rights: residents of states with comprehensive consumer privacy laws may have additional rights. Contact us and we will respond consistent with applicable law.

Arizona has not enacted a comprehensive consumer data privacy law. In addition, information subject to the Gramm-Leach-Bliley Act is exempt from most state consumer privacy statutes. We respond to requests as described above regardless of whether a statute compels it.

Do Not Track

Some browsers transmit a "Do Not Track" signal. There is no common industry standard for interpreting it, and this site does not currently respond to Do Not Track signals.

Children’s Privacy

Our services are not directed to children under the age of 13, and we do not knowingly collect personal information from them. If we learn that we have collected information from a child under 13, we will delete it. If you believe a child has provided us information, contact us at the number below.

Links to Other Websites

This site links to third-party websites, including our custodian, insurance carriers, and planning software portals. We do not control those sites and are not responsible for their content or privacy practices. Review the privacy policy of any site you visit through a link from ours.

Electronic Communications and Archiving

Email sent to and from the firm may be monitored, archived, and retained as required under SEC rules and by our supervising registered investment advisor.

Please do not use email to send trade instructions or time-sensitive requests. We cannot guarantee that an email will be received or acted on promptly. Call (480) 630-6177 to confirm any time-sensitive instruction.

Changes to This Policy

We may update this policy from time to time. The revised version will be posted on this page with a new Updated Date. If a change is material and affects clients, we will provide notice consistent with our regulatory obligations.

How to Contact Us

If you have questions about this policy or about how your information is handled, contact us:

J. Martin Wealth Management, LLC

1166 E Warner Rd, Suite 101, Gilbert, AZ 85296

Telephone: (480) 630-6177

Email: jeff@jmartinwm.com

Website: www.jmartinwm.com

Offices: Chandler, Gilbert, Maricopa, Gold Canyon, and Oro Valley, Arizona