Business Continuity Plan in event of emergency
What is happening
In the event of a national emergency, tragedy or calamity, what are next steps?
In the event of a national emergency, tragedy or calamity, what are next steps?
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 TDAmeritrade Institutional, one of America's most trusted and respected broker/dealers. In the unlikely event of an interruption in services due to unforseen events JRS Investments has a plan of action and support.
In the event of a national emergency, tragedy or calamity, what are next steps?
In the event of a national emergency, tragedy or calamity, what are next steps?
In the event of a national emergency, tragedy or calamity, what are next steps?
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 TDAmeritrade Institutional at 800-400-6288
Access to your money and securities is critical during times of emergency. We are here to assist you as best we can.