LOST MONEY IN GWG L BONDS? CLICK HERE TO LEARN MORE

Broker Misconduct Investigation: Jeffrey Lieberman (Morgan Stanley)

If you have lost money in the stock market due to fraud, misrepresentation, negligence, or for other reasons, we can help you. We have successfully recovered over $250 million in FINRA securities arbitrations.*

Need Legal Help? Contact Us. Call +1 (888) 997-9956
Updated on: August 28, 2024

National investment loss lawyers KlaymanToskes is investigating broker Jeffrey Lieberman of Morgan Stanley (CRD #1532375).

According to FINRA BrokerCheck, broker Jeffrey Lieberman of Morgan Stanley is facing an investor complaint filed in August 2024 alleging he failed to disclose the risks and costs associated with a liquidity access line, resulting in $2,000,000 in alleged investor damages.

Investors that suffered losses with broker Jeffrey Lieberman 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.

Investment Losses with Broker Jeffrey Lieberman?

Investment Losses with Broker Jeffrey Lieberman?

Contact KlaymanToskes

Morgan Stanley Advisor Faces $2M Investor Complaint

Jeffrey Lieberman, a broker and investment advisor in Los Angeles, California, is facing a complaint from an investor. According to records from the Financial Industry Regulatory Authority (FINRA), Lieberman works with Morgan Stanley and is currently facing a customer complaint that alleges he did not explain the risks and costs of a liquidity access line. The investor alleges $2,000,000 in damages. 

Signs Investors Should Look Out For About Their Brokerage Accounts

As an investor, there are a few signs that you should look out for if you believe you may have a claim against broker Jeffrey Lieberman. 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:

  • You have substantial losses in your investment accounts
  • You received a call, email, or other communication from your broker’s supervisor or manager regarding your portfolio
  • Your broker misrepresented investment opportunities, or failed to disclose details about investments
  • You notice unauthorized transactions in your investment accounts
  • Your broker is not returning your calls or emails
  • You filed a complaint with your brokerage firm that has not been resolved
  • You see a mistake on your statement, or receive a fraudulent statement

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 Jeffrey Lieberman, or have concerns regarding your investment portfolio at Morgan Stanley, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.