Advisor Alert: Our Attorneys Are Investigating Brian Michael Jackson For Investment Fraud

Did You Lose Money Because of Brian Jackson?

Filed: February 9, 2024

Brian Jackson has been the subject of three (3) 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 Brian Michael Jackson.

Who Is Brian Michael Jackson of Wells Fargo Clearing Services, LLC?

  • Advisor Name: Brian Michael Jackson
  • Aliases: Brian Jackson
  • CRD: 4733834
  • Location: Tarrytown and Katonah, New York
  • Current Employer: Wells Fargo Clearing Services, LLC
  • Previous Firms: David Lerner Associates, Inc.
  • Number of Known Customer Complaints: 3
  • Can Brian Jackson Be Sued: Yes, in Private Arbitration
  • Can Brian Jackson’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $101,000
  • Highest Settlement: Unknown

If you have suffered investment losses by Brian Jackson, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a breach of fiduciary duty 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 Brian Jackson For Broker Misconduct

As of this publication date, Brian Jackson has been the subject of 3 customer disputes. Let’s review them below.

In April 2022, a complaint was filed against or in reference to Brian Jackson by a customer of Wells Fargo Advisors, LLC alleging that recommendations to invest in securities subject to risk should not have been made because she had no knowledge of how investments work.

In July 2020, a FINRA arbitration was filed against or in reference to Brian Jackson by a customer of David Lerner Associates, Inc. alleging unsuitability. Per the customer, he/she lost over $101,000 because of Mr. Jackson’s actions.

In February 2016, a complaint was filed against or in reference to Brian Jackson by a customer of David Lerner Associates, Inc. alleging that at maturity of one product, funds were moved into another product without the client’s consent. Per the customer, he lost over $100,000 because of Mr. Jackson’s actions.

How To File A Claim Against Brian Jackson of Wells Fargo Clearing Services, LLC (previously with David Lerner Associates, Inc.) To Get Your Money Back

If you have questions about Brian Jackson, Wells Fargo Clearing Services, LLC, David Lerner Associates, Inc., 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.