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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: JFK WEALTH Advisers, LLC CRD Number: 145051OtherThanAnnual Amendment
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What is what is an investment?
An investment is the purchase of an asset with the hope that it will generate income or appreciate in the future.
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Individuals or entities who have made investments or transactions that meet certain reporting thresholds set by regulatory authorities.
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To fill out an investment report, one needs to provide details such as the type of investment, amount invested, date of investment, and any income or gains received.
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The purpose of an investment is to grow wealth over time, either through capital appreciation, income generation, or both.
What information must be reported on what is an investment?
Information such as the type of investment, amount invested, date of investment, income or gains received, and any relevant transactions must be reported on an investment report.
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