Privacy Policy

Last Updated: October 2025

1. Introduction

JBM Accounting & Advisory Group (“JBM,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information we collect through our websites, social media channels, and advertising campaigns.

This Privacy Policy explains how we collect, use, disclose, and protect your personal data. By using our website or providing your information, you agree to the terms outlined in this policy.

2. Information We Collect

We may collect the following types of information:

a. Personal Information:

• Full name
• Email address
• Phone number
• Job title or position
• Company name
• Country or location

b. Automatically Collected Data:

• IP address
• Browser type, device, and operating system
• Website activity (pages visited, forms submitted, time spent)
• Traffic source (ads, social media, search, etc.)

c. Advertising and Campaign Data:
When you interact with our ads on platforms like LinkedIn, Meta, or Google, we may collect analytical data such as ad clicks, form submissions, or document downloads.

3. How We Use Your Information

We use your information for the following purposes:

1. Service delivery: To process inquiries, meeting requests, or service engagements.
2. Communication: To send information about our accounting, advisory, and tax services.
3. Marketing and remarketing: To display relevant ads and content based on your interests.
4. Performance improvement: To analyze website and campaign performance for optimization.
5. Legal compliance: To comply with applicable privacy and data protection laws in Puerto Rico and the United States.

4. Legal Basis for Processing

We process personal data under one or more of the following legal bases:

• Your explicit consent.
• Performance of a contract or steps prior to entering one.
• Legitimate interest in marketing, business development, and service improvement, provided your rights and freedoms are not infringed.

5. Data Protection and Security

We use technical and organizational measures to protect your personal information from unauthorized access, misuse, loss, or disclosure.
These measures include SSL encryption, restricted data access, and secure servers that comply with industry standards (GDPR, CCPA).

6. Sharing Your Information

We do not sell, rent, or trade your personal information. We may share it only with:

• Service providers and partners that support our operations (CRM, marketing, analytics), under confidentiality agreements.
• Legal or regulatory authorities, when required by law.

7. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to improve your browsing experience and analyze traffic.

You can control or delete cookies through your browser settings.

We also use tracking pixels (such as the LinkedIn Insight Tag, Meta Pixel, and Google Tag) to measure campaign performance and create custom audiences for remarketing.

8. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by law.

You may request the deletion of your information at any time by contacting us through the channels listed below.

9. Your Rights

Depending on applicable law, you may have the right to:

• Access the personal information we hold about you.
• Request correction or deletion of your data.
• Withdraw consent for marketing communications.
• Request data portability.

To exercise your rights, please contact us at info@jbmaccounting.com.

10. Contact Information

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:

JBM Accounting & Advisory Group
151 Calle San Francisco, Ste. 200 PMB 1065
San Juan, PR 00901
Email: info@jbmaccounting.com
Phone: (787) 202-4505
Website: www.jbmaccountingfirm.com

11. Updates to This Policy

We may update this Privacy Policy from time to time to reflect legal, technical, or operational changes.
The updated version will always include the date of the most recent revision.