Investment Adviser Registration: Request a Proposal

JG Advisory offers varying levels of assistance with your SEC, state or CFTC investment adviser registration. You get the exact amount of help you need, exactly when you need it.

Services range from “The Complete Package” to “The Do-It-Yourselfer”, to anything in between:

The Complete Package: JG Advisory completes your full registration for you and your compliance manual and business continuity plan; you approve, we file.

The Do-It-Yourselfer: We guide you along the path to registration with checklists, tips and directions. You do the work, we check it.

Please tell us what level of services you are interested in. We will promptly contact you with a proposal.