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.
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.
Information we collect
We do not intentionally request government identification numbers, bank-transfer credentials or full payment-card details through ordinary website forms.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Contact us
For privacy questions or requests, email [email protected]. For account access and technical support, email [email protected] or use the Contact page.