JC3 Wealth Legacy Group LLC

Financial Privacy Notice

GLBA / Regulation P Financial Privacy Notice · Rev. January 25, 2026

FACTS

WHAT DOES JC3 WEALTH LEGACY 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 Social Security number and date of birth, income and account balances, and financial history and transaction history. When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons JC3 Wealth Legacy Group LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does JC3 Wealth Legacy Group LLC share?	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 consumer reporting agencies	Yes	No
For our marketing purposes — to offer our products and services to you	No	We don't share
For joint marketing with other financial companies	No	We don't share
For our affiliates' everyday business purposes — information about your transactions and experiences	No	We don't share
For our affiliates' everyday business purposes — information about your financial standing	No	We don't share
For our affiliates to market to you	No	We don't share
For nonaffiliates to market to you	No	We don't share

To limit our sharing

JC3 Wealth Legacy Group LLC does not share your personal information in any way that you would need to limit. If our practices change, we will notify you and provide any choices required by law before we share.

Questions?

Call 470-888-7331 or email jace@jc3wealthlegacy.com.

Who we are

Who is providing this notice?

JC3 Wealth Legacy Group LLC.

What we do

How does JC3 Wealth Legacy Group LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include encryption of data at rest and in transit, access controls, and limiting access to staff on a need-to-know basis.

How does JC3 Wealth Legacy Group LLC collect my personal information?

We collect your personal information, for example, when you open an account or apply for our services, give us your income or account information, or provide your contact information. We also collect your personal information from others, such as consumer reporting agencies.

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 financial standing; affiliates from using your information to market to you; and sharing for nonaffiliates to market to you. State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies. JC3 Wealth Legacy Group LLC has no affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies. JC3 Wealth Legacy Group LLC does not share with nonaffiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you. JC3 Wealth Legacy Group LLC does not engage in joint marketing.