Securities Lawyers Blog
According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Brandon Burr (Burr), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Burr recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.
FINRA BrokerCheck shows a pending customer complaint with a damage request of $82,500.00 on January 14, 2026.
Client alleges Financial Advisor recommended a tax loss harvesting strategy that would require selling of shares of American Funds. However, Financial Advisor also sold 337 shares of Tesla stock that the client did not authorize.