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Privacy

Privacy Policy

A clear account of the information Jason Wheel Research LLC uses to operate the Jason Wheel App, website, member workspace and connected services—and the choices available to you.

EffectiveAugust 26, 2026
Last updatedSeptember 6, 2026

Privacy at a glance

These highlights are a convenient summary. The complete policy below provides the controlling details.

No sale of personal informationJason Wheel Research LLC does not sell personal information or share it for cross-context behavioral advertising.
Read-only brokerage syncConnected-broker credentials are encrypted and used to retrieve authorized portfolio information—not to place trades.
You have controlsManage notifications, connected brokerages and account data, or submit a verified privacy request.
Security by designAccess controls, encryption, signed requests, device verification and audit monitoring protect the service.
On this page
ScopeInformation we collectWhere information comes fromHow we use informationHow information is disclosedBrokerage and portfolio dataCookies and local storageRetention and deletionSecurityYour privacy choices and rightsU.S. state privacy noticesInternational processingChildrenChanges to this policyContact us

This policy applies to services operated by Jason Wheel Research LLC under the Jason Wheel brand. A platform permission prompt, checkout notice or feature-specific disclosure may provide additional information at the point where data is requested.

1

Scope

This policy explains how Jason Wheel Research LLC (“Company,” “we,” “us” or “our”), the operator and data controller of the Jason Wheel services, collects, uses, discloses, protects and retains personal information through the Jason Wheel App, jasonwheel.com, the member workspace, customer support and related services (together, the “Service”). “Jason Wheel” is the product and service brand used by the Company. This policy does not govern a broker, app store, payment provider or other third party operating under its own privacy policy.

2

Information we collect

Account and identifiersEmail address, display name, account ID, verified status, country/region and account preferences.
Authentication and securityPassword hash, access and refresh sessions, verified device keys, security challenges, IP address, request metadata, violations and risk signals.
Subscription and commercePlan, entitlement, renewal and cancellation state, payment provider and transaction or purchase identifiers. Card details remain with the payment provider.
Service activityWatchlist symbols, alerts, notification choices, referral activity, product settings, report access and feature interactions.
Brokerage and portfolioOptional encrypted connection credentials, account identifiers, U.S. holdings, positions, cost information and synchronization status.
Communications and diagnosticsSupport messages, contact-form content, email delivery records, push-delivery status, device/app details and technical logs.

We do not intentionally request government identification numbers, bank-transfer credentials or full payment-card details through ordinary website forms.

3

Where information comes from

  • Directly from you when you register, configure the Service, contact support, connect a brokerage or make a purchase.
  • Automatically from your device and requests when the Service authenticates a session, protects an account, records diagnostics or prevents abuse.
  • From service providers such as app stores, payment platforms, email or push providers, and a broker you choose to connect.
  • From public or licensed market-data sources used to generate market research. Market data is not treated as your personal information unless it is associated with your account activity.
4

How we use information

  • create, authenticate and secure accounts and verified devices;
  • provide Watchlists, alerts, reports, subscriptions, referrals, read-only portfolio views and requested features;
  • process and reconcile subscription entitlements and communicate account or service notices;
  • respond to support, privacy and security requests;
  • detect fraud, account sharing, abusive automation, security violations and service misuse;
  • operate, troubleshoot, audit, improve and measure the reliability of the Service;
  • comply with legal obligations, enforce agreements and protect users, the Company and others.
Public research stays separate from private portfolio data

Symbol-level public research is generated from shared market, option-chain, volatility, technical and fundamental facts. A user’s private holdings or brokerage credentials are not inserted into a public Jason Wheel research report.

5

How information is disclosed

We disclose only the information reasonably needed for the following purposes:

  • Vendors and processors: hosting, security, email, push notification, customer support, app-store, payment and similar operational providers acting for the Service.
  • At your direction: a brokerage or other service you choose to connect, or a report/export you ask the Service to produce.
  • Legal and safety: where reasonably necessary to comply with law, legal process, protect rights or safety, investigate misuse or defend legal claims.
  • Business transactions: as part of a documented merger, financing, reorganization, sale or transfer, subject to appropriate confidentiality and notice where required.
No data brokerage or behavioral advertising sale

Jason Wheel Research LLC does not sell personal information, rent customer lists, or share personal information for cross-context behavioral advertising. If that practice changes, we will update this policy and provide any legally required choice before the change applies.

6

Brokerage and portfolio data

Brokerage connections are optional and user-specific. Connection credentials are encrypted at rest, are not displayed again after storage and are used only for the authorized read-only synchronization workflow. Jason Wheel Research LLC does not use the App or website connection to place trades or take custody of assets.

You may remove a connection through available account controls. Removing it stops future synchronization; previously synchronized records may remain for a limited period when needed for account history, security, dispute resolution or legal obligations. Your broker remains responsible for its own records and privacy practices.

7

Cookies and local storage

The website uses a strictly necessary, first-party session cookie to keep you signed in, protect forms against cross-site request forgery and maintain account security. It is configured as HTTP-only and SameSite=Lax; production use is intended to occur over HTTPS with the Secure attribute.

Jason Wheel Research LLC does not currently use advertising cookies or cross-site behavioral tracking on jasonwheel.com. A browser setting that blocks the necessary session cookie may prevent sign-in or protected website features from working.

8

Retention and deletion

We retain information for as long as reasonably necessary to provide the Service, maintain security and audit trails, administer subscriptions, resolve disputes and comply with law. Retention depends on the type of record, account status, operational need and legal requirement; different records therefore have different retention periods.

When an account-deletion request is completed, account data is deleted or anonymized unless a limited record must be retained for fraud prevention, security, financial reconciliation, legal compliance or the establishment or defense of claims. Deletion from active systems may precede deletion from protected backups, which rotate on a controlled schedule.

9

Security

Jason Wheel Research LLC uses administrative, technical and organizational safeguards designed for the nature of the data, including transport encryption, password hashing, encrypted brokerage credentials, signed API requests, device-key verification, least-privilege access, rate limiting and audit monitoring.

No system can guarantee absolute security. Protect your password and verified devices, and notify [email protected] promptly if you suspect unauthorized access.

10

Your privacy choices and rights

Depending on where you live and subject to applicable exceptions, you may have the right to request access, correction, deletion or a portable copy of personal information; to learn about categories collected and disclosed; to opt out of certain sales, sharing or targeted advertising; to limit certain uses of sensitive information; and to appeal a denied request.

  • Use available App or website controls for notification preferences, subscriptions and brokerage connections.
  • Use account controls for available export, correction or deletion workflows.
  • Email [email protected] for a privacy request not available in the product.

We will verify a request before acting and may ask for information reasonably necessary to confirm identity and authority. An authorized agent may submit a request where permitted by law, subject to verification. We do not discriminate against users for exercising applicable privacy rights.

11

U.S. state privacy notices

Residents of California and other U.S. states with applicable consumer-privacy laws may exercise the rights described above. The categories collected during the preceding 12 months are described in “Information we collect”; business purposes are described in “How we use information”; and recipient categories are described in “How information is disclosed.”

Jason Wheel Research LLC does not sell personal information or share it for cross-context behavioral advertising. We do not use or disclose sensitive personal information to infer characteristics about an individual. Because those activities are not performed, there is no separate sale/share opt-out required for the current Service. Contact us if you believe a request or browser privacy signal has not been handled appropriately.

12

International processing

Information may be processed in the United States and other countries where Jason Wheel Research LLC or its providers operate. Those locations may have privacy laws different from your home jurisdiction. Where required, we use appropriate contractual, technical or organizational safeguards for cross-border processing.

13

Children

The Service is intended for adults and account holders must satisfy the age requirements in the Terms of Use. We do not knowingly collect personal information from children under 13. If you believe a child has provided information, contact us so we can investigate and take appropriate action.

14

Changes to this policy

We may update this policy as the Service, law or data practices change. The revised policy will identify a new “Last updated” date. When a change is material, we will provide additional notice where appropriate, such as an in-product message or email.

15

Contact us

For privacy questions or requests, email [email protected]. For account access and technical support, email [email protected] or use the Contact page.

Jason Wheel Research LLCPrivacy inquiries[email protected]
End of Privacy Policy · Last updated September 6, 2026Back to top
Jason Wheel

Explainable market intelligence for investors who use options. Built around dated observations, deterministic scoring and documented, time-stamped source data.

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Important disclosures

Read these limitations before relying on any Jason Wheel content.

Generalized research, not personalized advice

Jason Wheel Research LLC provides software, market information and generalized quantitative research under the Jason Wheel brand. It does not provide brokerage, custody, trade execution or account-specific fiduciary services. Certain portfolio-connected features may use the identity of securities held in a linked account to organize or filter generalized research. They do not determine contract quantity, account-level suitability or personalized transaction instructions. Content does not consider account size, cost basis, tax circumstances, overall financial condition or individual risk tolerance. Nothing is an offer, solicitation, individualized recommendation, legal advice, tax advice or guarantee of results.

Market, model and performance limitations

Market data, quotes, Greeks, implied volatility, model levels, scores, alerts and AI explanations may be delayed, incomplete, estimated or incorrect and may not represent an executable price. Historical, hypothetical, backtested, model and settled-signal results have important limitations. Past performance is not indicative of future results. No model, signal or strategy can guarantee a profit or prevent a loss. Investing can result in substantial loss, including loss of principal.

Options risk

Options are complex and are not suitable for all investors. Risks may include loss of the entire premium, substantial or theoretically unlimited loss, assignment, early exercise, margin obligations, liquidity and execution risk, volatility changes and event gaps. Before buying or selling standardized options, read the OCC’s Characteristics and Risks of Standardized Options. Supporting documentation for claims, comparisons, statistics and other technical data is available upon request.

Third-party data and links are provided for context. Sources are believed reliable, but Jason Wheel Research LLC does not warrant their accuracy, completeness or continued availability. Third-party names and marks belong to their respective owners and do not imply endorsement.

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