STANDARD OF EXCELLENCE

Disclosures & Legal Agreements

Trust is built through openness and clear communication. As fiduciaries, we believe you should always have access to the information that governs our relationship. Here you will find our regulatory disclosures, and other important documents that reflect our commitment to transparency and accountability.

Regulatory Disclosures & Policies

Privacy Policy

Our Privacy Policy outlines how we collect, use, protect, and safeguard your personal information, reflecting our commitment to confidentiality and data security.

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Form ADV Part II

Our Form ADV Brochure provides an in-depth overview of JLB Legacy, including our advisory services, investment approach, fees, firm background, and important regulatory information.

Download FORM ADV PART II

Form CRS

Review our Client Relationship Summary for an overview of the services we provide, how we are compensated, our fiduciary commitment, and important regulatory disclosures.

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JLB’s Award Disclosures

Learn more about the industry awards and recognitions earned by JLB Legacy, including how recipients are evaluated and the disclosures associated with each distinction.

AWARD DISCLOSURES

Our Code of Ethics

Our Code of Ethics outlines the core principles, fiduciary standards, and professional responsibilities that guide every recommendation, investment decision, and client interaction.

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