Advisor Alert: Our Attorneys Are Investigating Jason Bourgo For Investment Fraud
Did You Lose Money Because of Jason Bourgo?
Filed: January 24, 2024
Jason Bourgo 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 Jason Bourgo.
Who Is Jason Bourgo of Lincoln Investment?
- Advisor Name: Jason Bourgo
- Aliases: Jason Pierre Meagher Bourgo
- CRD: 4543554
- Location: Fort Washington, Pennsylvania
- Current Employer: Lincoln Investment
- Previous Firms: Ameriprise Financial Services, LLC and IDS Life Insurance Company
- Number of Known Customer Complaints: 2
- Can Jason Bourgo Be Sued: Yes, in Private Arbitration
- Can Jason Bourgo’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $40,335.13
- Highest Settlement: Unknown
If you have suffered investment losses by Jason Bourgo, 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 Jason Bourgo For Broker Misconduct
As of this publication date, Jason Bourgo has been the subject of 2 customer disputes. Let’s review them below.
In October 2019, a complaint was filed against or in reference to Jason Bourgo by a customer of Ameriprise Financial Services, LLC alleging that Mr. Bourgo did not oversee the recommendation and subsequent purchase of RiverSource RAVA 5 Advantage variable annuities purchased in December 2017. Per the customer, he/she lost over $40,335.13 because of Mr. Bourgo’s actions.
In October 2019, a complaint was filed against or in reference to Jason Bourgo by a customer of Ameriprise Financial Services, LLC alleging that Mr. Bourgo transferred a vanguard fund to Ameriprise in error, which resulted in $5,765 in tax capital gains taxes. Per the customer, he/she lost over $5,765 because of Mr. Bourgo’s actions.
How To File A Claim Against Jason Bourgo (previously with Ameriprise Financial Services, LLC and IDS Life Insurance Company) To Get Your Money Back
If you have questions about Jason Bourgo, Ameriprise Financial Services, LLC, IDS Life Insurance Company, 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.