Personal Role Disclosure

Personal Role Disclosure for Jason B. Ball

Effective Date: April 2, 2025
Applies to: JasonBryanBall.com


🧑‍💼 About My Role on JasonBryanBall.com

My name is Jason B. Ball, and this website serves as my personal and professional hub, highlighting my work across multiple platforms, including:

  • Jason’s Fin Tips
  • Ball Policy Planning
  • Sonya’s Creative Realm

I am the founder, creator, and content curator behind these platforms and hold the following professional credentials:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) — ID# 152764
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Life Underwriter® (CLU®)
  • Bachelor of Science in Economics, Oregon State University

While I have extensive experience in financial planning, investment education, and insurance, I am not currently offering financial advisory, fiduciary, or client services through this site or any associated platform. My role is now focused on education, commentary, and content creation.


📚 Educational and Entertainment Purposes Only

All content on JasonBryanBall.com is intended for informational, educational, and entertainment purposes only.

  • No financial, investment, legal, insurance, or tax advice is being offered.
  • No advisor-client, fiduciary, or professional relationship is formed by visiting this site or viewing related materials.
  • Any examples, scenarios, or illustrations are hypothetical and for educational purposes only.

⚠️ No Client or Fiduciary Relationship Formed

Engagement with this site does not establish a client relationship, fiduciary duty, or personalized advisory relationship. I do not provide individualized advice, product recommendations, or professional services through this platform.

This website is a non-commercial, non-advisory platform that shares insights based on experience, research, and public information for general awareness and discussion.


âť— No Warranties, No Professional Advice

All content is provided “as is” with no warranties or guarantees, either express or implied. You should not rely on this content as a substitute for licensed, professional guidance. Always consult with:

  • A licensed financial adviser
  • A qualified insurance professional
  • A certified public accountant (CPA)
  • A tax attorney or attorney-at-law

đź§ľ Errors, Omissions, and Information Updates

While I strive to ensure content is accurate and current, errors or outdated information may occur. JasonBryanBall.com disclaims responsibility for any inaccuracies, omissions, or the timeliness of information provided. Readers should independently verify all information before acting on it.


đź’Ľ Sponsorships, Affiliates, and Editorial Independence

While JasonBryanBall.com does not currently host ads, affiliates, or sponsorships, some links may point to platforms I manage (e.g., Jason’s Fin Tips or Ball Political Planning), which may contain:

  • Affiliate links
  • Sponsored partnerships
  • Promotional content

Where applicable, such relationships will be clearly disclosed on those platforms. Any recommendations are based on my independent judgment and are not influenced by third parties.


⚙️ External Tools, Accessibility, and Site Limitations

JasonBryanBall.com may integrate or link to third-party tools, media embeds, or websites. While I aim to use accessible, high-quality services, I cannot guarantee the:

  • Full accessibility or compatibility of third-party integrations
  • Accuracy or performance of external tools or plugins
  • Privacy practices of linked platforms

Please review the terms and privacy policies of those third-party services before engaging.


🛡️ Limitation of Liability

Neither I, Jason B. Ball, nor any affiliated parties (including contributors or linked platforms), shall be liable for any:

  • Direct or indirect damages
  • Loss of data or opportunity
  • Financial loss
  • Actions taken or not taken as a result of content on this site

You agree to use this site at your own risk, with the understanding that the content is not professional advice.


⚖️ Governing Law and Dispute Resolution

This Personal Role Disclosure and your use of this site shall be governed by the laws of the State of Oregon, United States.

All claims or disputes will be resolved through binding arbitration or courts in Oregon, at my sole discretion.


đź’¬ Consult a Qualified Professional

⚠️ Always consult a qualified professional for advice tailored to your financial, legal, insurance, or tax situation.
This site is not a substitute for professional financial planning or legal counsel.


đź“© Contact for Clarification

If you have questions about this disclosure or the nature of the content shared on this site, feel free to contact me directly:

đź“§ Email: [email protected]


📝 Summary of Key Disclosures

TopicSummary
RoleI am an educator and content creator, not acting as a financial advisor.
No AdviceNo professional or personalized advice is given.
No RelationshipNo client or fiduciary relationship is formed.
No WarrantiesContent is provided “as is” with no guarantees.
AccuracyErrors or outdated content may exist.
Affiliate ContentMay appear on linked sites; disclosed there if used.
No EndorsementsLinks do not imply endorsement unless explicitly stated.
LiabilityI am not liable for actions taken based on content.
JurisdictionOregon law governs; disputes resolved in Oregon.
Call to ActionAlways consult a licensed professional for advice.