Entity Separation Disclaimer – Jason’s Fin Tips & Jason B. Ball
Effective Date: March 2025
1. Introduction
This Entity Separation Disclaimer clarifies the distinction between Jason’s Fin Tips (the “Platform”) and Jason B. Ball (the “Founder”). It outlines the nature of the relationship between the two and establishes the limits of liability for both.
By using Jason’s Fin Tips, its website, social media channels, YouTube content, and any associated platforms, you acknowledge and agree to the terms in this disclaimer.
2. Separate Legal Entities
a. Jason’s Fin Tips as an Independent Educational Platform
- Jason’s Fin Tips is an independent, non-advisory educational platform providing general personal finance, investing, tax, insurance, and economic commentary.
- The Platform does not provide professional financial planning, investment advisory, tax preparation, legal, or insurance services.
- Content is intended for general education and entertainment purposes and should not be considered individualized financial advice.
b. Jason B. Ball as an Individual
- Jason B. Ball is the founder and content curator of Jason’s Fin Tips.
- He holds professional designations, including CFP® (CERTIFIED FINANCIAL PLANNER™), ChFC® (Chartered Financial Consultant®), and CLU® (Chartered Life Underwriter®) but does not offer financial advisory, investment, tax, legal, or insurance services through Jason’s Fin Tips.
- His credentials do not extend to Jason’s Fin Tips as a business entity.
- Engaging with Jason’s Fin Tips does not create an advisor-client, agent-client, or fiduciary relationship with Jason B. Ball.
c. No Advisory or Fiduciary Relationship
- Jason’s Fin Tips does not act as a Registered Investment Adviser (RIA), financial planner, tax professional, CPA, Enrolled Agent (EA), or insurance broker.
- Viewing, engaging with, or commenting on content does not establish a fiduciary, client, or advisory relationship with Jason B. Ball or the Platform.
3. Licensing & Representation Clarification
- Jason B. Ball is not offering services as a financial planner, investment advisor, tax consultant, attorney, or insurance agent through Jason’s Fin Tips.
- Any references to professional certifications are for background and informational purposes only and do not constitute professional services.
- Jason’s Fin Tips is not a financial services firm and does not act as an extension of Jason B. Ball’s prior advisory roles.
4. Liability Limitations for Jason’s Fin Tips & Jason B. Ball
a. Jason’s Fin Tips Limitations of Liability
- The Platform disclaims all liability for financial losses, decisions, or actions taken based on its content.
- All content is provided “as-is” without warranties of accuracy, completeness, or reliability.
- Users are solely responsible for verifying information before making financial or legal decisions.
b. Jason B. Ball Personal Liability Protection
- Jason B. Ball is not personally liable for any user actions, decisions, or financial outcomes resulting from engagement with Jason’s Fin Tips.
- Users waive all claims against Jason B. Ball personally when accessing or using Jason’s Fin Tips content.
- Jason’s prior roles as a financial planner or investment adviser have no bearing on Jason’s Fin Tips, and he is not acting in such capacities through this Platform.
5. Distinctions in Monetization & Compensation
- Jason’s Fin Tips may earn revenue through advertisements, affiliate partnerships, sponsorships, and donations.
- These revenue sources are separate from Jason B. Ball’s prior financial advisory roles and do not constitute financial endorsements or product recommendations.
- Donations made to Jason’s Fin Tips do not support political candidates, PACs, lobbying, or personal financial advice.
6. No Endorsements or Guarantees
- Any mentions of financial products, tax strategies, investment platforms, or insurance policies are illustrative only and do not constitute endorsements.
- The Platform does not guarantee financial outcomes, tax savings, investment performance, or legal compliance.
- The Platform does not verify or guarantee user-generated content, third-party links, or external sources.
7. Dispute Resolution & Indemnification
- Users agree to indemnify and hold harmless both Jason’s Fin Tips and Jason B. Ball from any claims, damages, or losses arising from their use of the Platform.
- Any disputes related to Jason’s Fin Tips will be handled under Oregon state law and will not involve Jason B. Ball personally.
8. Updates & Revisions
- This Entity Separation Disclaimer is subject to updates without prior notice.
- Continued use of Jason’s Fin Tips constitutes acceptance of the most recent version of this disclaimer.
9. Contact for Clarifications
For questions about this disclaimer, please contact:
📧 Email: [email protected]
Summary of Key Protections
| Aspect | Protection |
|---|---|
| Entity Separation | Jason’s Fin Tips and Jason B. Ball are distinct entities. |
| No Advisory Relationship | No fiduciary, client, or advisory relationship is formed. |
| No Personal Liability | Jason B. Ball is not personally responsible for Platform content. |
| Licensing Clarification | Jason’s credentials do not extend to Jason’s Fin Tips. |
| No Endorsements | Products mentioned are illustrative, not endorsements. |
| Revenue Separation | Affiliate income, ads, and sponsorships are separate from financial advice. |
| Indemnification | Users waive legal claims against Jason B. Ball personally. |