Privacy Notice

FACTSWHAT DOES BLUE JAY FINANCIAL GROUP, LLC DO WITH YOUR PERSONAL INFORMATION?
Why?Financial companies choose how they share your personal information. Federal law gives consumers the
right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect
your personal information. Please read this notice carefully to understand what we do.
What?The types of personal information we collect and share depend on the product or service you have with us. This
information can include, but is not limited to:
• Social Security number and income;
• Assets and transaction history; and
• Investment experience and risk tolerance.
When you are no longer our client, we continue to share your information as described in this notice.
How?All financial companies need to share clients’ personal information to run their everyday business. In the section
below, we list the reasons financial companies can share their clients’ personal information; the reasons Blue Jay
Financial Group, LLC chooses to share and whether you can limit this sharing.
Reasons we can share your personal informationDoes Blue Jay Financial Group, LLC?Can you limit this sharing?
For our everyday business purposes
such as to process your transactions, maintain your account(s),
respond to court orders and legal investigations, or report to credit
bureaus
YESNO
For our marketing purposes
to offer our products and services to you
YESYES
For joint marketing with other financial companiesNOWe do not share
For our affiliates’ everyday business purposes
information about your transactions and experiences
NOWe do not share
For our affiliates’ everyday business purposes
information about your creditworthiness
NOWe do not share
For our affiliates to market to youNOWe do not share
For non-affiliates to market to youNOWe do not share
To limit our sharingPlease note:
If you are a new client, we can begin sharing your information 30 days from the date we sent this notice. When you
are no longer our client, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
Questions?Call: 419-785-4525

Who we are

Who is providing this notice?Blue Jay Financial Group, LLC

What we do

How does Blue Jay Financial Group, LLC
protect my personal information?
To protect your personal information from unauthorized access
and use, we restrict access to your nonpublic personal information to those
employees who need to know that information to service your account. We also
maintain physical, electronic and procedural safeguards that comply with applicable
federal or state standards to protect your nonpublic personal information.
How does Blue Jay Financial Group, LLC
collect my personal information?
We collect your personal information, for example, when you
• open an account or give us contact information
• enter into an investment adviser contract or give us your income information
• tell us about your investment or retirement portfolio
We also collect your personal information from other companies.
Why can’t I limit all sharing?Federal law gives you the right to limit only
• sharing for affiliates’ everyday business purposes—information about your
creditworthiness
• affiliates from using your information to market to you
• sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing

Definitions

AffiliatesCompanies related by common ownership or control. They can be financial and
nonfinancial companies.
• NONE
Non-affiliatesCompanies not related by common ownership or control. They can be financial and
nonfinancial companies.
• NONE
Joint marketingA formal agreement between nonaffiliated financial companies that together market
financial products or services to you.
• NONE

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We offer free consultation meetings before you get invested in our company. We would love for you to come in to meet us and hear more about what we do day-to-day and how we can take care of you and your finances.