Legal Documents

Policies Effective Date: 21 June 2017
  • Complaint Policy

    Maintaining your trust and making sure you remain satisfied with our services is our top priority.
    If you have a complaint regarding our services please read our Complaint Policy and fill in the Complaint Form provided below
    We look forward to resolving any issues and retaining your confidence.

    Complaint Forms Complaint brochure

  • General

    Terms of use Privacy Policy


    This wrap fee program brochure provides information about the qualifications and business practices of Jon V, Inc. d/b/a AgentRisk.

    If you have any questions about the contents of this brochure, please contact us at +1 315-925-7475.

    The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Please note, where this brochure may use the terms "registered investment adviser" and/or "registered", registration itself does not imply a certain level of skill or training.

    Form ADV part 2A