Personal Role Disclosure for Jason B. Ball
Effective Date: March 3, 2025
About My Role on Jason’s Fin Tips
My name is Jason B. Ball, and I am the founder, creator, and content curator of Jason’s Fin Tips, as well as Breakwater Path, Ball Political Planning and Jason Bryan Ball. I hold professional designations, including:
- Chartered Life Underwriter® (CLU®)
- Chartered Financial Consultant® (ChFC®)
- FORMER – CERTIFIED FINANCIAL PLANNER™ (CFP®) (ID# 152764)
- Bachelor of Science in Economics from Oregon State University
While my professional background includes substantial experience in financial planning, I am not currently acting as a licensed financial advisor or fiduciary through Jason’s Fin Tips or any affiliated platforms. I no longer offer personal advisory services, investment management, insurance advice, or individual client services.
Educational and Entertainment Purposes Only
All content provided through Jason’s Fin Tips, including on jasonfintips.com, our YouTube Channel, and associated social media platforms, is for educational and entertainment purposes only.
- No financial, investment, tax, legal, insurance, or professional advice is being provided.
- No client, fiduciary, advisor, or professional relationship is created by viewing or engaging with any content.
- Examples, scenarios, case studies, and illustrations are hypothetical and used for educational purposes, not as advice.
Important: No Client or Fiduciary Relationship Formed
⚠️ Important: By interacting with Jason’s Fin Tips, no client relationship, fiduciary duty, or advisory relationship is formed.
I do not provide personalized advice, individualized recommendations, insurance advice, or professional services through this platform. Jason’s Fin Tips is an entertainment and educational resource only.
No Warranties and No Professional Advice
All content is provided “as is” without any warranties, express or implied. I do not guarantee the accuracy, completeness, or reliability of any information provided.
Nothing on this site or platform constitutes professional advice, and readers/viewers should not rely on this content as a substitute for professional consultation with a licensed financial advisor, attorney, CPA, or tax professional.
Errors and Omissions Disclaimer
While I strive to ensure that the information shared is accurate and up-to-date, errors, omissions, or outdated content may exist. Jason’s Fin Tips disclaims all liability for any inaccuracies or omissions.
Readers are responsible for verifying any information before relying on it or acting on it.
Sponsorships, Affiliate Relationships, and Independence
Jason’s Fin Tips may participate in affiliate marketing programs or accept sponsorships to help support the ongoing availability of free educational content.
- Affiliate links and sponsored content will be clearly disclosed in relevant materials.
- Affiliate relationships do not influence editorial content or educational materials.
- Affiliate links do not imply endorsements unless specifically stated.
All opinions and views expressed are independent and based on my own professional knowledge and research.
Reservation of Rights Regarding Content and Tools
Jason’s Fin Tips reserves the right to use third-party tools, widgets, plugins, or integrations, even if such tools are not fully accessible or compliant with all regulations.
While we seek accessible and high-quality solutions, we cannot guarantee full accessibility, accuracy, or technical performance of every tool or external link used on this platform.
Limitation of Liability
Jason’s Fin Tips, including its owner (Jason B. Ball), affiliates, employees, contributors, sponsors, and partners, shall not be held liable for any direct, indirect, incidental, consequential, punitive, or special damages arising out of:
- The use or inability to use content provided.
- Any reliance on information presented in educational content.
- Any reliance on information presented in entertainment content.
- Any actions or decisions taken based on content published on Jason’s Fin Tips, YouTube Channel, or affiliated social media platforms.
Governing Law and Dispute Resolution
This Personal Role Disclosure, along with any disputes or claims arising from your use of Jason’s Fin Tips, shall be governed by the laws of the United States and the State of Oregon.
By using this site or affiliated platforms, you agree to resolve disputes exclusively through binding arbitration or in courts located in Oregon, at Jason’s discretion.
Consult a Professional
⚠️ Always consult a qualified, licensed financial advisor, licensed insurance professional, tax professional, attorney, or CPA for advice specific to your situation.
Jason’s Fin Tips is not a substitute for professional financial advice and should not be used as such. Your financial circumstances are unique, and only a licensed professional can provide personalized advice suited to your needs.
Contact for Clarification
If you have questions about my role, the nature of content provided, or require clarification, you are welcome to contact me directly:
📧 Email: [email protected]
Summary of Key Points (Reader-Friendly Recap):
| Key Disclosure Points | Summary |
|---|---|
| Role | Educational content creator, entertainer, and not acting as an advisor. |
| No Advice | No personal or professional advice is given. |
| No Client or Fiduciary Relationship | No advisor-client or fiduciary relationship is formed. |
| No Warranties | Content is provided “as is,” with no guarantees. |
| Errors and Omissions | Information may have mistakes or outdated content. |
| Affiliate and Sponsored Content | May include affiliate links, disclosed clearly. |
| No Endorsements (Unless Stated) | Affiliate links do not equal endorsements. |
| Liability Limitation | Not responsible for outcomes based on content use. |
| Dispute Resolution | Oregon law applies; disputes resolved in Oregon. |
| Call to Action to Consult a Professional | Readers should seek licensed, professional advice. |
Final Thought:
This disclosure is designed to clarify my role, set expectations, and protect both you and me as part of engaging with Jason’s Fin Tips.
Thank you for your understanding and for being part of the Jason’s Fin Tips community.