Form CRS (Client Relationship Summary) is a uniform disclosure document prescribed by the SEC; it is intended to enhance investor protection by providing succinct and relevant information to retail investors, thus enabling comparability between broker-dealers and investment advisers. The Form CRS is intended to inform retail investors about:
- The fees, costs, conflicts of interest, and required standard of conduct associated with client relationships and services;
- Whether the firm and its financial professionals currently have reportable legal or disciplinary history; and
- How to obtain additional information about the firm.
Please click here to access Jackson Thornton Asset Management’s Form CRS.
If you have any questions about the Form CRS or would like physical copy of the document, please contact JTAM Compliance.