National investment loss lawyers KlaymanToskes is investigating broker Jordan Allen (CRD# 6672861) of Fidelity Brokerage Services.
According to FINRA BrokerCheck, broker Jordan Allen has resigned from Fidelity Brokerage Services following allegations related to the execution of trades in a third-party’s account outside the firm.
Investors that suffered losses with broker Jordan Allen 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.
Financial advisor Jordan Allen of Fidelity Brokerage Services has resigned following allegations regarding executing trades in a third-party’s account outside the firm. The third-party allegedly did not complain to the firm. According to FINRA BrokerCheck, broker Jordan Allen was registered with Fidelity Brokerage Services from April 2022 to August 2023 in New York, NY.
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 Jordan Allen, or have concerns regarding your investment portfolio at Fidelity Brokerage Services, 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.