Step 1 of 812%Please complete the TJT Investment QuestionnaireMy goal for this account is?*Select an OptionCapital preservationIncomeIncome and growthGrowth Which of the following best describes your level of investment knowledge*NoviceAverageAbove AverageSophisticated Attitude towards risk. Which would best describe your reaction should your portfolio suddenly decline 15%?*Very concerned because I can’t handle declines for my principalSomewhat concerned but I would try to ride it outNot very as I am a long-term investorWelcomed as I see it as a buying opportunity What is your investment time frame?*Select an Option1-2 years3-5 years6-10 yearsMore than 10 years Keeping in mind your experience, age and investment goals, where would you put yourself on the risk tolerance scale with 1 being low risk and 10 being high risk?*12345678910 Are you planning any major expenditure over the next...?1 year2-3 years4-5 years5-10 years The percentage of your net worth that these accounts represent?*0-25%25-50%50-75%75-100% eSignature*Date* Name* First Last Email* Phone*Type of account(s) - click all that apply.*Hold ctrl(windows) or cmd(mac) and select all answers that apply.IndividualJointTrustIRARoth IRAOtherBest Time to Contact You* Morning (8AM - 11AM) Mid-Day (11AM - 2PM) Afternoon (2PM - 5PM) This iframe contains the logic required to handle Ajax powered Gravity Forms.