Category Archives: Uncategorized

Form PF due dates vary depending on what type of investment adviser you are. Now is a good time to check your due date and start preparing.

Annual ADV updates for registered investment advisers are due on March 31, 2019. Let us review your amended ADV before you file!

Read the release at https://www.sec.gov/files/OCIE%202019%20Priorities.pdf

The SEC has posted its examination priorities for 2019. We are here to help!

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JG Advisory celebrated its 13th anniversary in 2018. Our experience now spans a wide range of investment advisory services.

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SEC Office of Compliance Inspections and Examinations Announces 2018 Examination Priorities 2/7/18

SEC Office of Compliance Inspections and Examinations Announces 2018 Examination Priorities 2/7/18.

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SEC Adopts Statement and Interpretive Guidance on Public Company Cybersecurity Disclosures 2/21/18

Annual Review Season is upon us! When you are at a loss as to how to proceed, contact us for assistance and the latest in review techniques.

JG Advisory celebrates its 10th anniversary in 2015!