ButlerJeffrey
Wealth Advisory
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Legal Disclosures

IMPORTANT DISCLOSURE INFORMATION REGARDING THIS WEBSITE AND ITS CONTENT

 

GENERAL INFORMATION

ButlerJeffrey LLC (“ButlerJeffrey”) is an investment advisor registered pursuant to the laws of the state of Georgia.  Located in the Atlanta, Georgia, our financial philosophy centers on comprehensive financial planning and wealth management services to assist high net worth individuals achieve their long-term financial goals.

 

ADVISORY REGULATIONS

ButlerJeffrey is in compliance with the current regulatory filing requirements imposed by those states in which the firm conducts business and maintains clients. ButlerJeffrey will only transact business in those states where it is registered or qualifies for an exemption from registration requirements. For information pertaining to the registration status of ButlerJeffrey, please contact the firm for a list of states where it maintains registration(s).  A copy of ButlerJeffrey’ current written disclosure statement (or Firm Brochure) discussing its advisory services, fees and business operations is available upon request.

 

LIMITATIONS OF INFORMATON ON THIS SITE

The information on this site is limited to the dissemination of general information pertaining to our advisory services. Our site may also link or provide access to additional investment-related information and publications, including some white labeled and unaffiliated third party content.  ButlerJeffrey does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Accordingly, prospective clients or consumers should not construe this website as a provision of personalized investment advisory recommendations or a solicitation to effect transactions in securities. Any subsequent, direct communication by ButlerJeffrey with a prospective client will be conducted by an investment advisor representative that either is registered or qualifies for an exemption from registration in the state where the prospective client resides.  

 

SITE CONTENT DISCLAIMERS

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by ButlerJeffrey), will be profitable or equal any historical performance level(s).  PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS.

Certain portions of ButlerJeffrey’ website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, or provide access to, ButlerJeffrey’ (and those of other investment and non-investment professionals) positions or recommendations as of a specific date.  Due to various factors, including changing market conditions, such discussions may no longer be reflective of current positions or recommendations.  Moreover, no prospective client, consumer, or client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from ButlerJeffrey or any other investment professional.  ButlerJeffrey is neither an attorney nor an accountant, and no portion of this website or its content should be interpreted as legal or tax advice.  Users of this site are advised to seek personalized advice from investment, legal, or tax professionals.

 

USER CONSENT TO TERMS AND CONDITIONS

Each prospective client, consumer, and client agrees, as a condition precedent to access this site, to release and hold harmless ButlerJeffrey, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of the receipt of personalized individual advice from ButlerJeffrey.