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Questionnaires

Download Client Questionnaire

Contact Info

Phone: 201-482-0288
Fax: 201-482-8107
jason@jedimgt.com

Address

560 Sylvan Avenue
Suite 2175
Englewood Cliffs, NJ 07632
United States

Jedi Management, Inc. (“Jedi”) is a Registered Investment Adviser and Wealth Management Firm located in Fort Lee, New Jersey.  Jedi’s website is limited to disseminating general information pertaining to its advisory services, along with additional investment and financial-related information, publications, and links. Accordingly, you should not construe Jedi’s website as providing personalized investment advice for compensation, or promulgating research reports over the Internet. If you are a prospective client, Jedi will conduct any subsequent, direct communication with you through a representative who is registered or not required to register in the state where you reside. A copy of Jedi’s current written disclosure statement discussing its business operations, services, and fees is available from Jedi upon written request. 

Jedi does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to or incorporated into Jedi’s website, and takes no responsibility for that information. Jedi provides any such information solely for convenience purposes, and if you use the information you must do so with this limitation in mind.

Certain portions of Jedi’s website such as newsletters, articles, or commentaries may contain a discussion of, and/or provide access to, Jedi’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors such as changing market conditions, these discussions may no longer reflect current position(s) and/or recommendation(s). Moreover, you should not assume that any discussion is itself, or is a substitute for, personalized investment advice from Jedi, or from any other investment professional.  Jedi is neither a law firm nor an accounting firm, and you should not interpret any portion of the website content as legal, accounting or tax advice. Additionally, Jedi is not a brokerage firm.

Past performance may not be indicative, and is no guarantee, of future results. Therefore, you should not assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies that Jedi recommends or undertakes) or product(s) that Jedi makes reference to directly or indirectly on its website, or indirectly via a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for your investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, or the impact of taxes, which investment advisory clients typically incur. These charges, fees and/or taxes decrease historical performance results.

You agree, as a condition precedent to accessing Jedi’s website, to release and hold harmless Jedi and its related companies, officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of your actions and/or omissions which are independent of receiving personalized individual advice from Jedi or its related companies.

Reproduction, distribution, republication, and/or retransmission of material contained within Jedi’s website is prohibited unless the prior written permission of Jedi has been obtained.  

IRS CIRCULAR DISCLOSURE

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained

in this communication (including any attachments) is not intended or written to be used, and cannot be used

for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

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