https://www.israelsneuman.com/blog/tags/investment-fraud-attorney-in-california/ Wed, 20 Aug 2025 15:41:51 GMT en-us https://www.israelsneuman.com/blog/investigation-of-jeremy-fortner-of-wells-fargo/ https://www.israelsneuman.com/blog/investigation-of-jeremy-fortner-of-wells-fargo/ Thu, 02 Sep 2021 16:27:14 GMT BEVERLY HILLS, CALIFORNIA Have you lost money with financial advisor Jeremy Fortner, with Wells Fargo in Beverly Hills, California? We are looking into allegations made against Jeremy Fortner, who has been the subject of three customer complaints, all of which were filed within the last three months. The recent complaints allege that customers loaned money…

]]> BEVERLY HILLS, CALIFORNIA Have you lost money with financial advisor Jeremy Fortner, with Wells Fargo in Beverly Hills, California? We are looking into allegations made against Jeremy Fortner, who has been the subject of three customer complaints, all of which were filed within the last three months. The recent complaints allege that customers loaned money to Fortner and failed to pay it back. The customers also allege that Fortner sold outside investments not approved by Wells Fargo.

Jeremy Fortner was with Wells Fargo from June 2014 to the present. He has worked at branch offices in Beverly Hills, California.

Brokerage firms like Wells Fargo have a responsibility to adequately supervise all representatives who are registered through their firm. Brokerage firms also must take steps to ensure that their financial advisors follow all securities rules and regulations, as well as internal firm policies. When brokerage firms fail to adequately supervise their registered representatives, they may be liable for investment losses sustained by customers.

Israels & Neuman PLC is a securities and investment fraud law firm with offices in Denver, Colorado; Seattle, Washington; Phoenix, Arizona; and Ann Arbor, Michigan. We represent investors in FINRA arbitration proceedings in all 50 states, including investors in California. Our attorneys have represented over one thousand investors against many brokerage firms in the past, including against Wells Fargo.

Click here to view Jeremy Fortner BrokerCheck Report

If you lost money with Jeremy Fortner or Wells Fargo, contact the law firm of ISRAELS & NEUMAN at (720) 599-3505 or (206) 795-5798 for a Free evaluation of your case.

]]> https://www.israelsneuman.com/blog/complaints-against-lyndon-grey-of-western-international-securities-for-sales-of-reits/ https://www.israelsneuman.com/blog/complaints-against-lyndon-grey-of-western-international-securities-for-sales-of-reits/ Thu, 15 Jul 2021 18:30:46 GMT Law Firm Investigates Complaints Against Lyndon Grey of Western International Securities LOS ANGELES, CALIFORNIA – Have you lost money with financial advisor Lyndon Grey, formerly of Western International Securities and currently with RBC Capital Markets in Los Angeles, California? We are looking into allegations made against Lyndon Grey, who has been the subject of a…

]]> Law Firm Investigates Complaints Against Lyndon Grey of Western International Securities LOS ANGELES, CALIFORNIA – Have you lost money with financial advisor Lyndon Grey, formerly of Western International Securities and currently with RBC Capital Markets in Los Angeles, California? We are looking into allegations made against Lyndon Grey, who has been the subject of a customer complaint filed in 2021. The recent complaint alleges that Grey sold an unsuitable investment in a REIT, real estate investment trust. The REIT allegedly caused over $100,000 in damages.

Lyndon Grey has been with Western International Securities from August 2017 to the present. Grey was also previously with Financial West Group from 2011 to August 2017. He has worked at branch offices in Los Angeles, California.

Brokerage firms like Western International Securities have a responsibility to adequately supervise all representatives who are registered through their firm. Brokerage firms also must take steps to ensure that their financial advisors follow all securities rules and regulations, as well as internal firm policies. When brokerage firms fail to adequately supervise their registered representatives, they may be liable for investment losses sustained by customers.

Israels & Neuman PLC is a securities and investment fraud law firm with offices in Denver, Colorado; Seattle, Washington; Phoenix, Arizona; and Ann Arbor, Michigan. We represent investors in FINRA arbitration proceedings in all 50 states, including investors in California. Our attorneys have represented over one thousand investors against many brokerage firms in the past, including against Western International Securities.

Click to view Lyndon Grey BrokerCheck Report

If you lost money with Lyndon Grey or Western International Securities, contact the law firm of ISRAELS & NEUMAN at (720) 599-3505 or (206) 795-5798 for a Free evaluation of your case.

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