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Privacy Policy

Last Updated: April 29, 2026

At JLM Financial Partners (“Company,” “we,” “us,” or “our”), we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://jlmfinancialpartners.com/, and your rights under various privacy laws, including the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA/CPRA).

1. Legal Basis for Processing (GDPR)

For individuals in the European Economic Area (EEA) or the UK, we process personal data under the following legal bases pursuant to GDPR Article 6:

  • Consent: You have given clear consent for us to process your data for a specific purpose (e.g., signing up for a newsletter).
  • Contract: Processing is necessary for a contract we have with you, or because you have asked us to take specific steps before entering into a contract.
  • Legitimate Interests: Processing is necessary for our legitimate business interests, such as improving our website security or analyzing user behavior, provided these do not override your fundamental rights.
  • Legal Obligation: Processing is necessary for us to comply with the law (e.g., tax or financial reporting requirements).

2. Your Privacy Rights

Depending on your location, you have the following rights regarding your personal information:

GDPR Rights (EU/UK Residents):

  • Right to Access: Request copies of your personal data.
  • Right to Rectification: Request that we correct inaccurate or incomplete information.
  • Right to Erasure: Request that we delete your data under certain conditions.
  • Right to Restrict/Object: Limit how we use your data or object to its processing entirely.
  • Data Portability: Request that we transfer your data to another organization.
  • Automated Decision-Making: The right not to be subject to a decision based solely on automated processing.

CCPA/CPRA Rights (California Residents):

  • Right to Know: The categories and specific pieces of personal data we have collected.
  • Right to Opt-Out: The right to opt-out of the “sale” or “sharing” of your personal information.
  • Right to Deletion: Request that we delete personal information collected from you.
  • Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

3. Data Sale, Sharing, and Categories Collected

Notice at Collection: We collect identifiers (name, email, IP address), professional information, and internet activity data. We do not collect “Sensitive Personal Information” as defined by the CPRA (e.g., social security numbers, precise geolocation) through this website.

Sale/Sharing Disclosure: JLM Financial Partners does not sell your personal information for monetary value. We may share data with service providers for business purposes (e.g., website hosting or analytics). We do not share your data with third parties for cross-context behavioral advertising without your explicit consent.

4. Cookies & Consent Policy

Our website uses cookies to enhance your experience. We categorize cookies as follows:

  • Essential Cookies: Necessary for the website to function. These cannot be switched off.
  • Analytics & Performance Cookies: Help us understand how visitors interact with the site. These are only activated if you Opt-In via our cookie banner.
  • Functional Cookies: Remember your preferences to provide a more personalized experience.

Managing Consent: You can withdraw or adjust your cookie preferences at any time by clicking the “Cookie Settings” link in our footer or by adjusting your browser settings to refuse cookies.

5. International Data Transfers

JLM Financial Partners is based in the United States. If you are accessing the Website from the EU, UK, or EEA, your data will be transferred to and processed in the U.S. To ensure your data is protected, we utilize Standard Contractual Clauses (SCCs) approved by the European Commission or rely on adequacy decisions where applicable to provide an equivalent level of data protection.

6. Security Measures

We implement robust technical and organizational security measures to protect your data, including:

  • Encryption: Use of SSL/TLS encryption for data in transit.
  • Access Controls: Restricting data access to authorized employees and contractors on a “need-to-know” basis.
  • Regular Audits: Periodic reviews of our data collection, storage, and processing practices.
  • Training: Regular privacy and security awareness training for all staff handling personal data.

7. Data Retention Policy

We retain your personal information only for as long as is necessary for the purposes set out in this policy. Retention periods are determined by:

  • The duration of our ongoing relationship with you.
  • Compliance with legal, tax, or accounting obligations (typically 7 years for financial records).
  • The necessity to resolve disputes or enforce our legal agreements.

8. Children’s Privacy

Our website is not intended for children. We do not knowingly collect data from children under the age of 13 (U.S./COPPA) or under 16 (EEA/GDPR). If we learn we have collected personal information from a child without parental consent, we will delete that information immediately.

9. Privacy Contact

If you have questions about this policy or wish to exercise your rights, please contact our Privacy Lead at:

JLM Financial Partners

3839 Bee Caves Road, Suite 205
Austin, Texas 78746

Email: info@jlmfinancialpartners.com

10. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal reasons. We will notify you of any material changes by posting the new policy on this page and updating the “Last Updated” date above.