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Jackson is a registered investment adviser who received a request from a client to move 25% of his diversified $1 million account balance to the

Jackson is a registered investment adviser who received a request from a client to move 25% of his diversified $1 million account balance to the common stock of a mid-sized telecom company. The client uses the firm as his phone service provider and believes it is about to receive a merger offer. This transaction is outside the clients current risk profile, but it would help him reach his investment goals if the deal were to occur. What is Jacksons best course of action to comply with the Code and Standards?

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