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What My Family Needs To Know Guide

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What My Family Needs To Know Guide

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Office: (303) 860-1234

Fax: 303-770-7467

6500 So Quebec Street

Suite 300

Englewood, CO 80111

Licensed in:: CO, ,AZ, ID, HI, UT,ID,ND,NM,TX, CA: OE69361

success@jpmorand.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

The information provided on this website is for educational purposes only and is not intended as legal, tax, or financial advice. Results may vary based on individual circumstances, and nothing presented here should be construed as a guarantee of outcome. Always consult with a qualified attorney, CPA, or financial advisor before making decisions that affect your financial future.

Disclaimer: JPMorand & Company is a Trade Name (DBA) of Jeffrey P. Morand. Advisory services are offered through SB Advisory, LLC. SB Advisory, LLC is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). Securities and brokerage services are offered through San Blas Securities, LLC. San Blas Securities, LLC is a broker-dealer registered with the SEC and is a member of the Financial Industry Regulatory Authority (FINRA). Investing involves risk, and past performance is no guarantee of future results. For additional important information regarding our Firm, visit: www.sanblassecurities.com/disclosures.

"San Blas Securities, LLC requests that you do not transmit orders by e-mail. Transaction details sent to you by email do not supersede normal trade confirmations or statements. The information contained in this transmission is privileged and confidential. It is intended for the use of the individual or entity named above. The information contained herein is based on sources we believe reliable, but is not considered all-inclusive. San Blas Securities, LLC, member FINRA / SIPC, is a registered broker-dealer. Securities offered through San Blas Securities, LLC are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Please contact your Financial Advisor for information regarding specific investments. San Blas Securities, LLC reserves the right to monitor all electronic correspondence. This communication is for informational purposes only and does not constitute an offer or solicitation to sell shares or securities in the Company or any related or associated company. Any such offer or solicitation will be made only by means of the Company's confidential Offering Memorandum and in accordance with the terms of all applicable securities and other laws."

JP Morand & Company SMS Terms of Service Updated 4.10.26

IMPORTANT! PLEASE READ THESE JEFFREY P MORAND SMS TERMS AND CONDITIONS (“TERMS”) CAREFULLY BEFORE SIGNING UP FOR THE JEFFREY P MORAND TEXT MESSAGING PROGRAM. BY SIGNING UP FOR THIS TEXT MESSAGING PROGRAM, YOU AGREE TO ABIDE BY AND BE BOUND TO THESE TERMS, and you expressly consent to receive text messages, as applicable, from JP Morand & Company, at the telephone number(s) that you provide.

1. Program Overview:

Welcome to the JP Morand & Company SMS service! By opting in, you agree to receive periodic SMS messages from JP Morand & Company. These messages may include alerts, updates, promotions, notifications or other relevant information related to our services.

2. Message Frequency:

Message frequency may vary. You may receive five messages per month from us.

3. Costs:

Standard message and data rates may apply. Please consult your mobile service provider for details on any fees that might be applicable.

4. Customer Support:

For assistance, please contact our customer service team via email at info@jpmorand.com or by calling 303-860-1234.

5. Opt-Out Instructions:

To stop receiving SMS messages from us, reply “QUIT” or “STOP” to any message.

Upon receipt of your request, you will no longer receive messages from JP Morand & Company.

6. HELP Information:
For additional information, text “HELP” to 303-907-7208 or contact us at 303-860-1234

7. Terms and Conditions Updates:

We may update these terms from time to time. Any changes will be posted on our website, and your continued use of the service will signify your acceptance of these changes.

8. Privacy:

Your privacy is important to us. Please refer to our SMS privacy policy link JPMorand.com for more information on how we protect your data.

Thank you for choosing JP Morand & Company