Terms of Use

The terms for using the Advisor Booking website and booking a call with us.

Effective date: October 19, 2026

These terms govern your use of advisorbooking.com and every page on it, including our booking pages (the "site"). Advisor Booking is a marketing and appointment-setting service for registered investment advisers, operated by De Jesus Ventures LLC, a Florida limited liability company based in Boca Raton, Florida ("Advisor Booking," "we," "us"). These terms are not the agreement that governs our services. Services are provided only under a separate written services agreement signed by both parties (the "services agreement").

1. Acceptance

By using the site, you agree to these terms and to our Privacy Policy. If you do not agree, do not use the site. If you use the site on behalf of a firm, you confirm that you have authority to act for that firm.

2. What the site is

The site describes marketing and appointment-setting services that Advisor Booking offers to registered investment advisers, explains how the service works and who it is built for, and lets you request an introductory call. The site is directed to professionals in the United States.

3. Not investment advice, and no adviser relationship

Advisor Booking is not an investment adviser or broker-dealer and is not registered with the SEC, FINRA, or any state securities regulator. We do not recommend advisers to the public, and we do not give anyone advice about investments. Nothing on the site is investment, legal, tax, accounting, or compliance advice, and nothing on it is a legal opinion. Each client remains responsible for its own regulatory obligations, including review and approval of outreach under the rules that apply to it, and should rely on its own counsel and chief compliance officer for those questions.

4. Figures, targets, and pricing on the site

Numbers on the site, including meeting targets, timelines, example economics, and counts of past work, are illustrations, targets, or statements about our own history. They are not client results, not a forecast, and not a promise of any number of meetings, clients, assets, revenue, or any other outcome. The conversations shown on the site are illustrations; the names and firms in them are fictional.

Prices on the site are current as of the effective date and may change without notice. A founding rate, rate lock, or renewal term described on the site applies only to a client whose signed services agreement contains it. A price in a signed services agreement controls over any price on the site.

5. The meeting guarantee

Some pages describe a meeting guarantee for founding clients. That description is a summary. The guarantee applies only to a client that has signed a services agreement containing it, and only on the terms in that agreement, which set out what counts as a qualified, attended meeting, the conditions the client must meet, and the remedy. The remedy under the guarantee is continued service at our cost until the agreed number of meetings is reached; it is not a refund, credit, or payment, unless the services agreement says otherwise. Nothing on the site creates a guarantee on its own, and if the site and the services agreement differ, the services agreement controls.

6. Requesting a call creates no engagement

Requesting or attending an introductory call is free and does not make you a client, does not create an obligation on either side, and does not start any services. Services begin only under a services agreement that sets the scope, fees, targets, and terms of the engagement. Either side may decide not to proceed after the call for any reason.

7. Booking pages and communications

When you submit a booking request, you confirm that the information you give is accurate and that the mobile number and email you provide are yours or ones you are authorized to use. By checking the text-message consent box, you agree to receive text messages about your call as described in our Privacy Policy. On our landing pages that box must be checked to continue, because we confirm those calls by text; you can book without it at advisorbooking.com/book or by email. Consent to text messages is never a condition of buying our services. By submitting your email, you agree to receive email about your request. We may decline or cancel a call at our discretion, including where a request appears automated, duplicated, or outside the firms we serve.

8. Acceptable use

You agree not to:

• Give false or misleading information when requesting a call, or request calls on behalf of someone without their authority.
• Use automated tools to scrape, crawl, or copy the site, submit forms, or book calls.
• Attempt to access systems, accounts, or data not intended for you, probe or test the site's security, or interfere with its operation.
• Use the site or anything on it to send unsolicited messages, or to impersonate Advisor Booking, De Jesus Ventures LLC, or any of our people.
• Use the site in violation of any law or regulation.

We may block access to anyone who violates these terms.

9. Intellectual property

The site and its content, including text, design, graphics, logos, illustrations, code, and the "Advisor Booking" name and mark, belong to De Jesus Ventures LLC or its licensors and are protected by copyright and trademark law. You may view and print pages for your own evaluation of our services. You may not copy, republish, sell, distribute, or create derivative works from the content, or use our name or mark, without our written permission. Feedback you send us may be used without obligation to you.

10. Third-party services and links

The site uses third-party services, including iClosed and Calendly for scheduling, GitHub for hosting, Google Workspace for email, Google Fonts for typefaces, and, when enabled, tools from Meta and LinkedIn for measurement and advertising. Those services have their own terms and privacy policies, and we do not control them. Links to other websites are provided for convenience; a link is not an endorsement, and we are not responsible for third-party content.

11. Disclaimer of warranties

The site is provided "as is" and "as available." To the fullest extent permitted by law, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We do not warrant that the site will be uninterrupted, error-free, secure, or free of harmful components, or that information on it is complete or current.

12. Limitation of liability

To the fullest extent permitted by law, De Jesus Ventures LLC and its members, managers, employees, and contractors are not liable for any indirect, incidental, consequential, special, exemplary, or punitive damages, or for lost profits, lost business, lost data, or the cost of substitute services, arising from or related to your use of the site, even if we were told such damages were possible. Our total liability for any claim relating to the site will not exceed one hundred dollars ($100). These limits apply to the site only; liability relating to services is governed by the services agreement. Some states do not allow certain limitations, so some of these may not apply to you.

13. Indemnity

You agree to indemnify and hold harmless De Jesus Ventures LLC and its members, managers, employees, and contractors from claims, losses, liabilities, and reasonable attorneys' fees arising from your violation of these terms, your misuse of the site, or information you provide through it.

14. Governing law and venue

These terms are governed by the laws of the State of Florida, without regard to conflict-of-law rules. Any dispute relating to the site will be brought exclusively in the state or federal courts located in Palm Beach County, Florida, and you consent to their jurisdiction and venue. Any claim relating to the site must be filed within one year after it arises, or it is permanently barred, to the extent the law allows.

15. Changes

We may update these terms. The effective date at the top changes when we do, and for material changes we post a notice on the site. Your continued use of the site after a change means you accept the new terms.

16. General

If any part of these terms is found unenforceable, the rest remains in effect. Our failure to enforce a term is not a waiver. You may not assign these terms; we may assign them to a successor. These terms, with the Privacy Policy, are the entire agreement between you and us about the site; the services agreement, not these terms, governs any engagement.

17. Contact

Advisor Booking (De Jesus Ventures LLC)

Boca Raton, Florida

info@advisorbooking.com