National investment loss lawyers KlaymanToskes is investigating broker Jason Pitts (CRD# 2150845) of Wells Fargo Advisors, and formerly of Cambridge Investment Research, Inc.
According to FINRA BrokerCheck, Jason Pitts formerly of Cambridge Investment Research, Inc. is involved in a customer dispute alleging $900,000 in investor damages due to misrepresenting an unsuitable variable annuity contract. A second pending complaint also alleges misrepresentations in connection with a VUL policy.
Investors that suffered losses with broker Jason Pitts are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss potential recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Jason Pitts, a broker and investment advisor previously associated with Cambridge Investment Research, Inc., is involved in a customer complaint filed in December 2025. The complaint involves unsuitable and misrepresented variable annuity investments. The investor is seeking $900,000 in damages. A second customer complaint also alleges investor damages due to an unsuitable and misrepresented VUL policy.
Financial advisor Jason Pitts was registered with Cambridge Investment Research, Inc. from February 2014 to August 2024 in Herndon, VA. Pitts is currently registered as a broker with Wells Fargo Advisors Financial Network.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against your financial advisor. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encouraged to contact our firm immediately if you have experienced any of the following:
Some investors have close relationships with their brokers due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships.
Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised. At KlaymanToskes, our team of experienced securities attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.
If you suffered losses with broker Jason Pitts, or have concerns regarding your investment portfolio at Cambridge Investment Research, Inc., Wells Fargo Advisors, or with any other financial advisor or firm, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.