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Form ADV Part 3: Relationship Summary Jacky Wealth Advisors, Inc. Introduction Jacky Wealth Advisors, Inc. (JAI or we) is an investment advisor registered with the U.S. Securities and Exchange Commission.

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How to fill out form adv part 3

01

Start by downloading the Form ADV Part 3 from the Securities and Exchange Commission's website.

02

Review the instructions provided with the form to understand what information is required.

03

Fill out the form accurately and completely, providing information about your firm's business practices, services offered, fees charged, and any conflicts of interest.

04

Include any additional required disclosures or attachments, such as financial statements or marketing materials.

05

Review the completed form for accuracy and make any necessary corrections before submitting it to the SEC.

Who needs form adv part 3?

01

Investment advisors registered with the Securities and Exchange Commission (SEC) are required to file Form ADV Part 3. This form, also known as Form CRS, is used to provide clients with important information about the advisor's business practices, services, fees, and conflicts of interest. It is designed to help clients make informed decisions about whether to hire or continue working with a particular advisor.

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What is form adv part 3?

Form ADV Part 3 is a disclosure document that provides information about a firm's investment advisory services, fees, and conflicts of interest.

Who is required to file form adv part 3?

Investment advisers who are registered with the SEC are required to file Form ADV Part 3, also known as Form CRS.

How to fill out form adv part 3?

Form ADV Part 3 must be filled out online on the SEC's IARD system, providing information about the firm's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of form adv part 3?

The purpose of Form ADV Part 3 is to provide retail investors with information to help them better understand the services, fees, and conflicts of interest of their investment adviser.

What information must be reported on form adv part 3?

Form ADV Part 3 requires information about the adviser's services, fees, conflicts of interest, disciplinary history, and more.

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