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Form ADV Part 2B Brochure Supplement Item 1: Cover Page April 2023Western Wealth Management LLC Doing business asJumet Financial 621 7th Avenue Beaver Falls, PA 15010213 Market Avenue North Canton,

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How to fill out view form adv 2b

01

Obtain a copy of the view form adv 2b.

02

Fill in the required personal information such as name, address, and contact details.

03

Provide information about your investment advisory firm including its structure, services offered, and client base.

04

Disclose any conflicts of interest and potential risks to clients.

05

Review the completed form for accuracy and completeness before submitting it.

Who needs view form adv 2b?

01

Investment advisors who are registered with the Securities and Exchange Commission (SEC) or a state securities regulator need to fill out view form adv 2b. This form is required as part of the registration process and provides important information about the advisor's business practices and potential conflicts of interest.

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What is view form adv 2b?

View Form ADV 2B is a brochure supplement that provides detailed information about the qualifications and business practices of certain investment advisors or their representatives.

Who is required to file view form adv 2b?

Investment advisers who are registered with the SEC or state regulators and have individuals providing investment advice must file Form ADV 2B for each of those individuals.

How to fill out view form adv 2b?

To fill out Form ADV 2B, provide detailed information about the individual's educational background, business experience, disciplinary history, and any other information that could be pertinent to potential clients.

What is the purpose of view form adv 2b?

The purpose of Form ADV 2B is to provide clients and prospective clients with important information about the qualifications and business practices of the investment adviser and their personnel.

What information must be reported on view form adv 2b?

Form ADV 2B must report information including the individual's educational background, work history, and any disciplinary actions, as well as information about additional compensation and conflicts of interest.

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