This page summarizes certain Know Your Client (KYC) information you provided to Joski Financial LLC during the fact-finding process. Accounts and assets marked with an asterisk (*) are not managed or serviced by Joski Financial LLC ("Joski Financial").
Valuations of certain assets, including real estate and personal property, are based on estimates provided by you. Joski Financial does not independently verify or make any representation regarding the accuracy or current value of these assets.
This page is not an official record, account statement, or contract. It is provided solely for your convenience and informational purposes. If any information shown here differs from the official records governing an asset, account, or contract, the official records will control.
Joski Financial does not represent that the information presented on this page or in any related report is complete, accurate, or current. Please review the information carefully and promptly notify us of any inaccuracies or changes. Unless otherwise agreed to in writing, Joski Financial does not monitor, manage, or provide ongoing services regarding assets that are not under its management.
Investment advisory services are offered through Joski Financial LLC, an investment adviser registered with the State of Idaho. Registration as an investment adviser does not imply a particular level of skill or training.
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