Advisor Alert: Our Attorneys Are Investigating Jefferey M Sorensen For Investment Fraud
Did You Lose Money Because of Jefferey Sorensen?
Filed: March 12, 2024
Jefferey Sorensen (also known as Jeff Sorensen, Jeffrey M Sorensen) currently has one (1) pending customer complaint. Overall, he 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 Jefferey M Sorensen.
Who Is Jefferey M Sorensen of Triad Advisors LLC and Triad Hybrid Solutions?
- Advisor Name: Jefferey M Sorensen
- Aliases: Jeff Sorensen, Jeffrey M Sorensen
- CRD: 1623946
- Location: Westlake Village, California
- Current Employer: Triad Advisors LLC and Triad Hybrid Solutions
- Previous Firms: Summit Financial Consultants, Inc., Sorensen Wealth Management, Inc., and TransAmerica Financial Advisors, Inc.
- Number of Known Customer Complaints: 3
- Can Jefferey Sorensen Be Sued: Yes, in Private Arbitration
- Can Jefferey Sorensen’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $436,200
- Highest Settlement: $141,500
If you have suffered investment losses by Jefferey Sorensen, 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 Jefferey Sorensen For Broker Misconduct
As of this publication date, Jefferey Sorensen has been the subject of 3 customer disputes. Let’s review them below.
In February 2023, a FINRA arbitration was filed against or in reference to Jefferey Sorensen by a customer of Triad Advisors LLC alleging misrepresentation and unsuitable recommendations regarding the sale of two alternative investments. Per the customer, he/she lost over $190,000 because of Mr. Sorensen’s actions. As of this publication date, this claim remains pending.
In August 2021, a FINRA arbitration was filed against or in reference to Jefferey Sorensen by multiple customers of Triad Advisors LLC alleging that certain alternative product recommendations did not meet their needs and objectives. Per the customers, they lost over $436,200 because of Mr. Sorensen’s actions. On January 19, 2023, Mr. Sorensen settled the claim for $141,500, and some or all of this amount may have been paid by Mr. Sorensen’s employer and/or insurance carrier.
In January 2021, a FINRA arbitration was filed against or in reference to Jefferey Sorensen by a customer of Triad Advisors LLC alleging that certain alternative product recommendations did not meet his needs and objectives. Per the customer, he lost over $114,000 because of Mr. Sorensen’s actions. On May 2, 2023, Mr. Sorensen settled the claim for $26,000, and some or all of this amount may have been paid by Mr. Sorensen’s employer and/or insurance carrier.
How To File A Claim Against Jefferey Sorensen of Triad Advisors LLC and Triad Hybrid Solutions (previously with Summit Financial Consultants, Inc., Sorensen Wealth Management, Inc., and TransAmerica Financial Advisors, Inc.) To Get Your Money Back
If you have questions about Jefferey Sorensen, Triad Advisors LLC, Triad Hybrid Solutions, Summit Financial Consultants, Inc., Sorensen Wealth Management, Inc., TransAmerica Financial Advisors, 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.