Client Financial Profile

Help us understand your financial picture so we can prepare tailored recommendations for our conversation. This takes about 5 minutes.

This form does not collect Social Security numbers, account numbers, or other sensitive identifiers. Please share that information only through a secure channel we provide.

About you

Full name*

Age*

Email*

Phone

Your financial picture

Employment status*

Annual household income*

Approximate investable assets* (savings + investments, excluding home)

Where are these held? (select all that apply)

Taxable / brokerage account Employer retirement plan (PR 1081.01 / 401k) IRA / Roth IRA Cash / savings Other

Your goals

Primary financial goal*

When will you need this money?*

Any near-term cash needs we should know about? (optional)

Current situation

Existing investments or holdings (optional)

Preferences or things to avoid (optional)

Anything else

Is there anything else you'd like us to know? (optional)

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JS Advisory Group · San Juan, Puerto Rico · Confidential

Thank you

Your profile has been received. We'll review it and follow up to schedule your consultation.