Advisor Alert: Our Attorneys Are Investigating James Michael Loessberg For Investment Fraud

Did You Lose Money Because of James Loessberg?

Filed: January 29, 2024

James Loessberg has been the subject of one (1) customer complaint. 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 James Michael Loessberg.

Who Is James Michael Loessberg?

  • Advisor Name: James Michael Loessberg
  • Aliases: James Loessberg
  • CRD: 2140266
  • Location: Bozeman, Montana
  • Current Employer: Currently Not Registered
  • Previous Firms: Raymond James Financial Services, Inc., Robert Thomas Securities, Inc., and Piper Jaffray Inc.
  • Number of Known Customer Complaints: 1
  • Can James Loessberg Be Sued: Yes, in Private Arbitration
  • Can James Loessberg’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $28,000.
  • Highest Settlement: $30,331.82

If you have suffered investment losses by James Loessberg, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a failure to supervise 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 James Loessberg For Broker Misconduct

As of this publication date, James Loessberg has been the subject of 1 customer dispute. Let’s review it below.

In March 2020, a complaint was filed against or in reference to James Loessberg by a customer of Madison Avenue Securities, LLC alleging that Mr. Loessberg did not follow instructions to move investments to a fixed interest account. Per the customers, they lost over $28,000 because of Mr. Loessberg’s actions. On June 24, 2020, Mr. Loessberg settled the claim for $30,331.82, and some or all of this amount may have been paid by Mr. Loessberg’s employer and/or insurance carrier.

How To File A Claim Against James Loessberg (previously with Raymond James Financial Services, Inc., Robert Thomas Securities, Inc., and Piper Jaffray Inc.) To Get Your Money Back

If you have questions about James Loessberg, Raymond James Financial Services, Inc., Robert Thomas Securities, Inc., Piper Jaffray 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.