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The Gramm-Leach-Bliley Act of 1999 requires the protection of client financial information used in the commission of financial services, banking, real estate, debt collection, and tax preparation. The statement below is issued in compliance with this requirement.


We collect nonpublic personal information about you from the following sources:


Information we receive from you on applications, tax organizers, worksheets and other documents;


Information about your transactions with us, our affiliates, or others;


Information we receive from a consumer-reporting agency.


We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.


Online information is stored on secure servers located at the facilities of our information technology partners. Such data is only accessible by clients or Nathaniel Jacobson LLC as defined by the client agreement and cannot be accessed by our outside partners or other third parties.


If you have any questions about this policy, please do not hesitate to contact us at We look forward to serving you!



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