Investor Disputes

Jacobson Law P.A. represents financial advisors in disputes with investors and customers. We are actively familiar with the laws and rules that govern investment disputes — and how those laws and rules are applied — and we have extensive, hands-on experience defending advisors in such disputes throughout Florida and the U.S.

If you have been accused of

• being involved in a Ponzi schemes,
• charging excessive commissions or mark-ups or mark-downs,
• excessively recommending leverage or margin,
• excessively trading, churning, or twisting,
• making unauthorized trades,
• making unsuitable investment recommendations,
• misrepresenting or omitting to disclose the features and risks of an investment,
• misrepresenting, omitting, or over-stating your skills or experience,
• over-concentrating your customers’ accounts in a particular security, asset class, or sector, or
• selling away,

or if you have been accused of any other wrongdoing by an investor or customer, contact Jacobson Law P.A. to discuss the specific facts of your case.