Jvm Capital L.l.c.

JVM Securities, LLC and JVM Capital Investment Advisers are required to provide Form CRS (Customer Relationship Summary) to retail investors by the Securities and Exchange Commission (SEC). The form informs investors about the types of client relationships, services offered, fees, costs, conflicts of interest, and the required standard of conduct. It also discloses any reportable legal or disciplinary history of JVM and its financial professionals. Form CRS is an additional disclosure requirement and does not replace existing disclosures. For investment advisers, Form CRS is Part 3 of Form ADV. The form must be the first document in a disclosure packet. JVM Capital must deliver Form CRS before or at the time of entering into an investment advisory contract, including oral agreements. JVM Securities' Registered Representatives must provide Form CRS before making recommendations or placing orders for retail investors. Compliance and record-keeping requirements mandate retaining records of when Form CRS was provided for a minimum of five to six years. Updates to Form CRS must be delivered within 60 days of any material changes or when opening new accounts, recommending account changes, or providing new services. Electronic delivery of Form CRS is allowed with client consent. For more information, contact Matt Myers, Chief Compliance Officer, at [email protected].