Advisor Alert: Our Attorneys Are Investigating Jeffrey Allen Morris For Investment Fraud

Did You Lose Money Because of Jeffrey Morris?

Filed: March 19, 2024

Jeffrey Morris currently has two (2) pending customer complaints. Overall, he has been the subject of five (5) 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 Allen Morris.

Who Is Jeffrey Allen Morris of Moloney Securities Co., Inc. and Moloney Securities Asset Management LLC?

  • Advisor Name: Jeffrey Allen Morris
  • Aliases: Jeffrey Morris
  • CRD: 2478499
  • Location: Estes Park, Colorado
  • Current Employer: Moloney Securities Co., Inc. and Moloney Securities Asset Management LLC
  • Previous Firms: Moloney Investment Advisory LLC and Eagle One Investments, LLC
  • Number of Known Customer Complaints: 5
  • Can Jeffrey Morris Be Sued: Yes, in Private Arbitration
  • Can Jeffrey Morris’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $500,000
  • Highest Settlement: $35,000

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

As of this publication date, Jeffrey Morris has been the subject of 5 customer disputes. Let’s review them below.

In April 2023, a FINRA arbitration was filed against or in reference to Jeffrey Morris by a customer of  Moloney Securities Co., Inc. alleging suitability/negligence. Per the customer, he/she lost over $45,000 because of Mr. Morris’s actions. As of this publication date, this claim remains pending.

In January 2023, a FINRA arbitration was filed against or in reference to Jeffrey Morris by a customer of  Moloney Securities Co., Inc. alleging suitability/negligence/breach of contract. Per the customer, he/she lost over $500,000 because of Mr. Morris’s actions. As of this publication date, this claim remains pending.

In January 2023, a FINRA arbitration was filed against or in reference to Jeffrey Morris by a customer of Moloney Securities Co., Inc. alleging suitability/negligence. Per the customer, he/she lost over $50,000 because of Mr. Morris’s actions. On October 18, 2023, Mr. Morris settled the claim for $15,000, and some or all of this amount may have been paid by Mr. Morris’s employer and/or insurance carrier.

In October 2022, a FINRA arbitration was filed against or in reference to Jeffrey Morris by a customer of Moloney Securities Co., Inc. alleging suitability/negligence. Per the customer, he/she lost over $105,000 because of Mr. Morris’s actions. On December 22, 2023, Mr. Morris settled the claim for $22,500, and some or all of this amount may have been paid by Mr. Morris’s employer and/or insurance carrier.

In October 2022, a FINRA arbitration was filed against or in reference to Jeffrey Morris by a customer of Moloney Securities Co., Inc. alleging suitability/negligence. Per the customer, he/she lost over $150,000 because of Mr. Morris’s actions. On October 26, 2023, Mr. Morris settled the claim for $35,000, and some or all of this amount may have been paid by Mr. Morris’s employer and/or insurance carrier.

How To File A Claim Against Jeffrey Morris of Moloney Securities Co., Inc. and Moloney Securities Asset Management LLC (previously with Moloney Investment Advisory LLC and Eagle One Investments, LLC) To Get Your Money Back

If you have questions about Jeffrey Morris, Moloney Securities Co., Inc., Moloney Securities Asset Management LLC, Moloney Investment Advisory LLC, Eagle One Investments, 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.