Managed IT and cybersecurity for RIA firms, financial advisors, and wealth managers across Northern Virginia and Washington DC — built around the regulations you're already required to follow.
Your clients entrust you with their financial future. A data breach doesn't just trigger regulatory fines — it destroys the trust that took years to build. JPert delivers managed IT for RIA firms in Northern Virginia with SEC cybersecurity compliance baked into every layer, so you pass audits without scrambling and protect client assets without disrupting your advisory workflow.
SEC exam notice requiring documentation of cybersecurity controls. Client asking how their data is protected. Custodian mandating MFA and encryption. Cyber insurance carrier requiring a risk assessment. New CCO reviewing the firm's technology stack for compliance gaps.
Safeguards Rule compliance — written information security program, access controls, encryption, and identity theft red flags program implementation.
Supervisory system requirements for technology — books and records protection, business continuity planning, and communications surveillance.
Incident reporting readiness, annual cybersecurity risk management disclosure, and board governance documentation.
Financial privacy and safeguards compliance — customer notification, data sharing controls, and third-party vendor oversight.
We maintain the controls insurance carriers require — MFA, EDR, backup verification, and incident response planning — so your premiums stay manageable.
Book a free IT and security assessment built around FINRA technology requirements and SEC cybersecurity compliance.
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