Advisor Alert: Our Attorneys Are Investigating Jeffrey William Fitz For Investment Fraud

Did You Lose Money Because of Jeffrey Fitz?

Filed: January 31, 2024

Jeffrey Fitz 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 Jeffrey William Fitz.

Who Is Jeffrey William Fitz of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.?

  • Advisor Name: Jeffrey William Fitz
  • Aliases: Jeffrey Fitz
  • CRD: 2211620
  • Location: Briarcliff Manor, New York
  • Current Employer: Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.
  • Previous Firms: Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.
  • Number of Known Customer Complaints: 2
  • Can Jeffrey Fitz Be Sued: Yes, in Private Arbitration
  • Can Jeffrey Fitz’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 Fitz, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining an investment 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 Fitz For Broker Misconduct

As of this publication date, Jeffrey Fitz has been the subject of 2 customer disputes. Let’s review them below.

In June 2020, a complaint was filed against or in reference to Jeffrey Fitz by a customer of Merrill Lynch, Pierce, Fenner & Smith Incorporated alleging misrepresentations regarding returns and conducting outside business activity from 2017 until 2020.

In May 2018, a complaint was filed against or in reference to Jeffrey Fitz by a customer of Merrill Lynch, Pierce, Fenner & Smith Incorporated alleging unsuitable investment recommendations from June 9, 2017 until May 9, 2018.

How To File A Claim Against Jeffrey Fitz of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. (previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC) To Get Your Money Back

If you have questions about Jeffrey Fitz, Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo 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.