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 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?
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 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.