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Did You Lose Money Because of Jeffrey Davidson?

Filed: February 21, 2024

Jeffrey Davidson has been the subject of one (1) regulatory event and one (1) termination event. 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 Jeffrey Wayne Davidson.

Who Is Jeffrey Wayne Davidson?

  • Advisor Name: Jeffrey Wayne Davidson
  • Aliases: Jeffrey Davidson
  • CRD: 4585780
  • Location: Austin, Texas
  • Current Employer: Currently Not Registered
  • Previous Firms: Purshe Kaplan Sterling Investments and Equitable Advisors, LLC
  • Number of Known Regulatory Events: 1
  • Number of Known Termination Events: 1
  • Can Jeffrey Davidson Be Sued: Yes, in Private Arbitration
  • Can Jeffrey Davidson’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: Unknown
  • Highest Settlement: Unknown

If you have suffered investment losses by Jeffrey Davidson, 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 Jeffrey Davidson For Broker Misconduct

As of this publication date, Jeffrey Davidson has been the subject of 1 regulatory event and 1 termination event. Let’s review them below.

In February 2024, FINRA initiated a regulatory action against or in reference to Jeffrey Davidson for allegedly participating in a private offering of securities that raised $10.21 million for a company that he founded and co-owned without providing prior written notice to his member firm or receiving written approval from it.

In January 2022, Equitable Advisors, LLC terminated Jeffrey Davidson for engaging in a private securities transaction that was not reviewed or approved by the Firm

How To File A Claim Against Jeffrey Davidson (previously with Purshe Kaplan Sterling Investments and Equitable Advisors, LLC) To Get Your Money Back

If you have questions about Jeffrey Davidson, Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, 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.

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Chetan Patil

Chetan Patil is the founder and Managing Partner of the Patil Law. He brings over 15 years of extensive experience in diverse complex disputes and transactions, across the country. Mr. Patil specializes in litigations, trials, arbitrations, and appeals of complex securities, FINRA, financial and business disputes, with an emphasis in securities, financial services, and financial regulatory law.
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