Advisor Alert: Our Attorneys Are Investigating Aaron Joel Davis For Investment Fraud

Did You Lose Money Because of Aaron Davis?

Filed: March 19, 2024

Aaron Davis currently has one (1) pending customer complaint. Overall, he has been the subject of two (2) customer complaints. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.

Let’s begin our Patil Law Advisor Alert with a summary report on Aaron Joel Davis.

Who Is Aaron Joel Davis of Edward Jones?

  • Advisor Name: Aaron Joel Davis
  • Aliases: Aaron Davis
  • CRD: 4746025
  • Location: Frisco, Texas
  • Current Employer: Edward Jones
  • Previous Firms: Unknown
  • Number of Known Customer Complaints: 2
  • Can Aaron Davis Be Sued: Yes, in Private Arbitration
  • Can Aaron Davis’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $4,773,917
  • Highest Settlement: $12,600.67

If you have suffered investment losses by Aaron Davis, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a stockbroker fraud lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.

Customer Complaints Filed Against Aaron Davis For Broker Misconduct

As of this publication date, Aaron Davis has been the subject of 2 customer disputes. Let’s review them below.

In October 2023, a FINRA arbitration was filed against or in reference to Aaron Davis by a customer of Edward D. Jones & Co., L.P. alleging a conflict of interest between the financial advisor and the client and failure to disclose the conflict of interest. The client alleges Edward Jones failed to properly supervise the financial advisor. The client alleges the financial advisor’s representation regarding the effects of a sale of RVP stock would have on the RVP share price were inaccurate. The client alleges the financial advisor’s opinion that RVP would be worth $30 a share were made without a reasonable basis. The client alleges the financial advisor did not properly diversify the client’s accounts or make suitable recommendations in keeping with the client’s investment objectives. Per the customer, he/she lost over $4,773,917 because of Mr. Davis’s actions. As of this publication date, this claim remains pending.

In October 2018, a complaint was filed against or in reference to Aaron Davis by a customer of Edward Jones alleging that Mr. Davis placed trades in her Advisory Solutions accounts without her authorization. Per the customer, she lost over $5,000 because of Mr. Davis’s actions. On November 13, 2018, Mr. Davis settled the claim for $12,600.67, and some or all of this amount may have been paid by Mr. Davis’s employer and/or insurance carrier.

How To File A Claim Against Aaron Davis of Edward Jones To Get Your Money Back

If you have questions about Aaron Davis, Edward Jones, or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.