National investment loss lawyers KlaymanToskes is investigating broker Jason Young of Charles Schwab & Co. (CRD #3084079).
According to FINRA BrokerCheck, broker Jason Young of Charles Schwab & Co. is currently facing an investor dispute alleging that he failed to follow the customers’ instructions by not investing a substantial amount of cash into equities, resulting in missed opportunities in the rising equity market.
Investors that suffered losses with broker Jason Young are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Jason Young, a broker working with Charles Schwab & Co., is currently facing a dispute from investors. According to his BrokerCheck record, the customers allege that they hired Young to manage their accounts with the goal of “growth”. However, they claim that Young left a substantial amount of cash uninvested or in cash-like investments, rather than purchasing equities. The investors further allege that this decision caused them to miss out on gains from the rising stock market.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against broker Jason Young. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encourage 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 Young, or have concerns regarding your investment portfolio at Charles Schwab & Co., contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.