Business Continuity Plan in event of emergency

What is happening

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JRS Investments and Wealth Preservation, LLC is an investment firm which provides safety and security of its customers funds and assets through deposits and custody at Charles Schwab & Co., Inc., one of America's largest, most trusted and respected broker/dealers. In the unlikely event of an interruption in services due to unforeseen events JRS Investments has a plan of action and support.

In the event of a national emergency, tragedy or calamity, what are next steps?

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First, contact the Managing Director, Jim Swanson, at 858-735-2640.

Or contact the Business Development Director, Chris Petrik, at 949-606-6215.

Lastly, contact Charles Schwab & Co, Inc. at 877-774-3892.

Access to your money and securities is critical during times of emergency. We are here to assist you as best we can.