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Alan Markfeld profile picture
Alan Markfeld
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Dharmi is an excellent securities lawyer who understands the law as it pertains to these cases. She is extremely proactive and represents her clients well. I highly recommend Jacko and Dharmi.
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Danielle Martin profile picture
Danielle Martin
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I’ve had the privilege of working closely with this firm in my role as Chief Compliance Officer and I can confidently say they are an exceptional compliance partner. Their depth of experience is immediately evidentand they bring a level of practical knowledge. What I truly enjoy is their ability to translate complex regulatory requirements into plain English, often using real, everyday examples that make implementation far more manageable. They are also incredibly responsive and reliable. In a field where timing matters, their prompt communication and thoughtful guidance have been invaluable. If you’re looking for a compliance attorney who combines expertise, clarity, and professionalism, I highly recommend them.
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Curt Rocca profile picture
Curt Rocca
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Michelle and the team at Jacko Law Group have helped guide through a variety of critical circumstances as we ventured through the uncharted and unfamiliar territory of becoming and successfully operating as an RIA. I have particularly appreciated Michelle's personal involvement and genuine caring about us and our organization. She has been responsive and her counsel has been consistently on-point and helpful. She artfully guided us through our initial filing process and first SEC exam process - which went very well. Very grateful to Michelle and her team.
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Nicholas Di Paolo profile picture
Nicholas Di Paolo
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Michelle and her team were excellent to work with, front to back. They helped me to understand the challenges ahead and were always proactive in their consultation through every step of my transition. JLG truly know the wealth management industry very well and did a great job of understanding the challenges unique to my business. Without them, I can confidently say I would not have felt as comfortable through the transition as I did. Fortunately, that's not something that stops there - Michelle and her team have kept in touch to ensure that I'm on top of certain administrative issues, trends, and simply showing me that they care about my business and success. I look forward to continuing to work with them for many years to come.
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Margery Neis profile picture
Margery Neis
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Dharmi Mehta was extremely helpful when my business partner and I transitioned to a new RIA firm. She and her staff were all very professional. Her guidance during our transition was invaluable. I highly recommend Dharmi and Jacko Law Group.
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Joseph Burwell profile picture
Joseph Burwell
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Dharmi and Amandeep were a delight to work with. They assisted me with a claim and stuck with me the entire way through. Dharmi's advice was invaluable, and I was most impressed by her clear and professional communication. From beginning-to-end, both Dharmi and Amandeep kept me well informed. Their entire team are proud of their work and rightfully so. Thank you!
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Faruk Jaffer profile picture
Faruk Jaffer
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My mentor once told me that a good attorney is worth their weight in gold — and that couldn't be more true of Michelle and Amanda. Their expertise, professionalism, and responsiveness were top notch every step of the way. It's rare to find legal partners who are not only sharp and thorough, but also genuinely invested in your success. I’m grateful for their guidance and highly recommend them to anyone seeking trusted legal counsel.
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everistus etafo profile picture
everistus etafo
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It is my great Privilege to share my Review of what Atty Dharmi Mehta of Jacko Law Group did for me and by extension for my family. From the first time complimentary conversation we had having spoken to several other Lawyers ,l knew she was the right person for the Job .Because of her background as a former RR ,she was professional,kind, Empathetic,listened and was focused on fighting for me. From a potential of been terminated with cause ,l was able to walk away with a clean U5 with a validation that l did nothing wrong except what was in the best Interest of my clients. I hope nobody ever has to go through what l have Experienced, but if you do ,you want Dharmi Mehta beside you .Rest assured your service Deserve 10 stars but this forum only allows 5. Me and my family are forever grateful and will make sure that any RR who needs an advocate will know about you . Everistus Etafo
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Karen Althaus profile picture
Karen Althaus
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I have worked with Jacko Law Group for 2 different business situations that necessitated an attorney. In both cases, the team was very thorough & competent. Their attention to our situation and the extra effort they put into our case(s) was very much appreciated. I would highly recommend Jacko Law Group!

California Consumer Privacy Statement

California Consumer Privacy Statement for Jacko Law Group, PC

This California Consumer Privacy Statement (“Statement”) applies solely to the personal information Jacko Law Group, PC (“JLG”) collects online and offline of California consumers. This Statement is intended to address the relevant notice requirements of the California Consumer Privacy Act of 2018 (the “CCPA”) and uses certain terms that have the meaning given to them in the CCPA. This Statement supplements our current Privacy Notice and is not intended to contradict or limit the applicability of the information provided in the Privacy Notice.

Notice of Collection and Use of Personal Information

JLG may collect the following categories of personal information about you:

  • Identifiers such as a real name, postal address, unique personal identifier (i.e. cookies), IP address, email address, and other similar identifiers.
  • Commercial Information such as records of services purchased, obtained, or considered, and other purchasing or consuming histories or tendencies.
  • Online Activity such as Internet and other electronic network activity information, including, but not limited to, search query history, access device, and information regarding your interaction with our website.
  • Geolocation Data
  • Employment Information such as professional or employment-related information.

JLG may use the categories of personal information listed above for the purposes described in this Privacy Notice and for certain business purposes specified in the CCPA, as described below.

  • Performing Services. JLG may use the following categories of personal information for the purpose of performing services, including maintaining or servicing accounts, providing customer service, verifying client information, processing payments, providing advertising or marketing services, providing analytics services, or providing similar services: Identifiers; Additional Data Subject to Cal. Civ. Code § 1798.80; Commercial Information; Online Activity; and Employment Information.
  • JLG may use the following categories of personal information for the purpose of auditing related to a current interaction with you and concurrent transactions, including, but not limited to, counting ad impressions to unique visitors, verifying positioning and quality of ad impressions, and auditing compliance: Identifiers; Commercial Information; and Online Activity.
  • JLG may use the following categories of personal information for the purpose of debugging to identify and repair errors that impair existing intended functionality: Identifier and Online Activity.
  • Internal R&D. JLG may use the following categories of personal information for the purpose of undertaking internal research for technological development: Identifiers; Commercial Information; and Online Activity.

JLG also may collect additional information or use the information listed above in other ways for which JLG will provide specific notice at the time of collection.

Our Prior Collection, Use, and Disclosure of Personal Information

JLG may have collected and used your personal information, as described in the Notice of Collection and Use of Personal Information section above, during the 12-month period prior to the date this Privacy Notice was last updated. For the personal information collected during that timeframe, JLG describes below as:

  • the categories of sources from which JLG may have obtained the personal information;
  • the categories of third parties with whom JLG may have shared the information;
  • the categories of personal information JLG may have sold; and
  • the categories of personal information JLG may have disclosed for a business purpose.

Sources of Personal Information.  JLG may have obtained personal information about you from various sources, including as described below.

  • JLG may have obtained the following categories of your personal information directly from you (such as when you fill out a contact form or register for an event; email selections, pertaining to our company; or modified actions based on site behaviors): Identifiers; Additional Data Subject to Cal. Civ. Code § 1798.80; Commercial Information; and Employment Information.
  • JLG may have obtained the following categories of your personal information from your devices (such as when you visit our websites): Identifiers; Commercial Information; and Online Activity.
  • JLG may have obtained the following categories of your personal information from organizers or exhibitors for Meetings, Incentives, Conferences, and Exhibitions (“MICE”): Identifiers; Additional Data Subject to Cal. Civ. Code § 1798.80; Commercial Information; and Employment Information.
  • JLG may have obtained the following categories of your personal information from vendors, suppliers, and business partners (including event organizers) and marketing partners: Identifiers; Additional Data Subject to Cal. Civ. Code § 1798.80; Commercial Information; Online Activity; and Employment Information.
  • JLG may have obtained the following categories of your personal information from social networks: Identifiers; Commercial Information; Online Activity; and Employment Information.
  • JLG may have obtained the following categories of your personal information from online advertising services, including advertising networks: Identifiers; Commercial Information; and Online Activity.
  • JLG may have obtained the following categories of your personal information from government entities, law enforcement authorities, and third-party subpoenas: Identifiers; Additional Data Subject to Cal. Civ. Code § 1798.80; Identifiers; Commercial Information; and Employment Information.
  • JLG may have obtained the following categories of your personal information from publicly available sources (such as public databases): Identifiers; Commercial Information; Online Activity; and Geolocation Data.

Sharing of Personal Information.  JLG may have shared your personal information with certain categories of third parties, as described below.

  • JLG may have shared the following categories of your personal information with business partners (including event co-hosts and sponsors) and marketing partners: Identifiers; Additional Data Subject to Cal. Civ. Code § 1798.80; Identifiers; Commercial Information; Online Activity; and Employment Information.
  • JLG may have shared the following categories of your personal information with online advertising services, including advertising networks: Identifiers; Commercial Information; Online Activity; and Employment Information.
  • JLG may have shared the following categories of your personal information with government entities and law enforcement authorities in limited circumstances as described in this Privacy Notice: Identifiers; Additional Data Subject to Cal. Civ. Code § 1798.80; Commercial Information; Online Activity; and Employment Information.
  • JLG may have shared the following categories of your personal information with data analytics providers: Identifiers; Commercial Information; and Online Activity.
  • JLG may have shared the following categories of your personal information with social media platforms: Identifiers; Commercial Information; and Online Activity.
  • JLG may have shared the following categories of your personal information with third parties in the event of a corporate transaction, such as an acquisition: Identifiers; Additional Data Subject to Cal. Civ. Code § 1798.80; Commercial Information; Online Activity; Geolocation Data; and Employment Information.

Sale of Personal Information.  JLG does not sell your personal information in exchange for monetary compensation. JLG may allow certain third parties (such as certain advertising partners) to collect your personal information, including via automated technologies on our Online Channels, in exchange for non-monetary consideration (such as an enhanced ability to serve you content and send advertisements that may be of interest to you). During the 12-month period prior to the date this Privacy Notice was last updated, JLG may have disclosed in this manner the following categories of personal information: (1) Identifiers; (2) Commercial Information; and (3) Online Activity. You have the right to opt out of this disclosure of your information, as detailed below.

California Consumer Privacy Rights

Effective January 1, 2020, you have certain choices regarding your personal information, as described below.

  • You have the right to request, twice in a 12-month period, that JLG disclose to you the personal information collected about you during the past 12 months and details regarding our collection, use, disclosure, and sale of such information. To submit an access request, you may email us at [email protected] or call us at (619) 298-2880.
  • You have the right to request that JLG delete certain personal information JLG have collected from you. To submit a deletion request, you may email us at [email protected] or call us at (619) 298-2880.
  • Opt-Out of Sale. You have the right to opt-out of the sale of your personal information.  To submit an opt-out of sale request, you may email us at [email protected] or call us at (619) 298-2880.

For additional information about how to manage cookies and opt out of online interest-based advertising, please review our Privacy Policy, here. Your opt-out will be specific to the web browser or device you use at the time you exercise your opt-out rights; if you use multiple web browsers or devices, you will need to opt-out from each browser and device. Opting-out of the sale of your information for interest-based advertising purposes does not mean you will stop seeing ads because your information may have been collected and shared prior to your opt-out request or the ads may be served based on your interactions with others companies and their websites. Note that JLG may still share your information in ways that are not a “sale”, such as with our service providers, for our own online advertising purposes.

  • Shine the Light Request. You also may have the right to request that JLG provide you with (1) a list of certain categories of personal information JLG has disclosed to third parties for their direct marketing purposes during the preceding calendar year and (2) the identity of those third parties. To submit a Shine the Light request, you may email us at [email protected] or call us at (619) 298-2880.

Verifying Requests.  To help protect your privacy and maintain security, JLG will take steps and may require you to provide certain information to verify your identity before granting you access to your personal information or complying with your request. In addition, if you ask us to provide you with specific pieces of personal information, JLG will require you to sign a declaration under penalty of perjury that you are the consumer whose personal information is the subject of the request. If you designate an authorized agent to make an access, deletion, or opt-out of sale request on your behalf, JLG may require you to provide the authorized agent written permission to do so and to verify your own identity directly with us (as described above).

Additional Information.  If you choose to exercise any of your rights under the CCPA, you have the right to not receive discriminatory treatment by us. To the extent permitted by applicable law, JLG may charge a reasonable fee to comply with your request. This Statement is available in alternative formats upon request by contacting  us at [email protected] or call us at (619) 298-2880.