No Client–Planner or Fiduciary Relationship Disclaimer — Jason Bryan Ball
Effective Date: March 2025
1. Purpose of This Disclaimer
This disclaimer clarifies that Jason Bryan Ball does not create any client–planner relationship, fiduciary duty, or professional advisory engagement through its website content, blog articles, video presentations, or social media activity.
By accessing www.jasonbryanball.com, or interacting with its affiliated platforms, you acknowledge and agree that:
- No professional relationship is established.
- No fiduciary obligation is created.
- All content is for general education, discussion, and informational purposes only.
2. No Financial Planner–Client Relationship Formed
⚠️ Accessing or interacting with this website does not create a client–planner relationship.
- Jason Bryan Ball does not provide personalized financial planning, consulting, or advisory services through this platform.
- Viewing, commenting, or responding to blog posts, videos, or social media content does not initiate a formal relationship.
- No private consultations or client agreements are entered into through this educational site.
3. No Fiduciary Relationship or Duty Owed
⚠️ No fiduciary relationship is formed with visitors, readers, or viewers.
- Neither Jason B. Ball nor this website owes a duty of loyalty, care, or fiduciary responsibility.
- We are not acting in a capacity that requires managing finances, advising on investments, or tailoring content to user needs.
- Any interpretation of fiduciary responsibility from published materials is incorrect and not binding.
4. General Education Only — Not Personalized Financial Advice
All financial topics on this website are intended to increase public literacy and civic financial understanding.
We do not:
- Provide individualized financial recommendations
- Tailor content based on user financial profiles
- Act in a legal, investment, insurance, or tax advisory role
- Review or manage personal financial documents
⚠️ Readers are strongly encouraged to consult licensed professionals before making financial, legal, or investment decisions.
5. Credentials Do Not Imply an Advisory Role
While Jason B. Ball holds respected financial designations, including:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
…these designations are disclosed for transparency only and do not imply an active adviser-client relationship.
- No professional services are being offered through this website.
- No professional capacity is implied through public education work or commentary.
- Jason Bryan Ball is an educational platform, not a financial advisory firm.
6. Your Responsibility as a User
Visitors to this website are solely responsible for:
- Evaluating how general content applies to their personal or business situations
- Seeking professional consultation from licensed financial, legal, or tax advisers
- Understanding that no content on this site is a substitute for qualified guidance
- Making informed, independent financial decisions
⚠️ This website does not offer individualized financial or legal protection or oversight.
7. Limitation of Liability
Jason Bryan Ball, including its author and any contributors, disclaims liability for:
- Any financial losses or adverse decisions made from content reliance
- Any assumption that content constitutes personalized planning or fiduciary advice
- Omissions, inaccuracies, or changes in law, regulation, or market conditions that affect content relevance
- Any misunderstanding of the educational purpose of published materials
All content is provided “as-is” with no warranty, guarantee, or obligation.
✅ Summary Table of Key Points
| Aspect | Summary |
|---|---|
| No Client Relationship | Engaging with this site does not create a financial planning relationship. |
| No Fiduciary Duty | No fiduciary obligation is owed by Jason or the site to its users. |
| Education Only | Content is for general financial awareness, not personal guidance. |
| Professional Designations | Credentials are not offered in an advisory capacity through this site. |
| User Responsibility | Users are expected to seek licensed advice and verify all decisions. |
| Liability Disclaimer | Jason Bryan Ball disclaims liability for decisions based on its content. |
8. Contact for Clarification
📧 Email: [email protected]
For questions about this disclaimer or the purpose of educational content shared on this platform, feel free to reach out.
9. Related Disclaimers & Policies
To better understand the boundaries and scope of content on this site, please review:
- General Financial Planning Content Disclaimer
- Licensing and Representation Disclaimer – Financial Planning
- General Disclaimer
- Affiliate & Sponsorship Disclosure
- Editorial & Fact-Checking Policy
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