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.