Articles Tagged with Edward Jones

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Eric Bencivenga (Bencivenga), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Bencivenga 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 $23,455.00 on April 11, 2025.

Client alleges financial advisor misrepresented life insurance product for personal profit.

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Diana Weaver (Weaver), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Weaver 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 $7,651.00 on April 22, 2025.

Client’s POA alleges unauthorized sells of securities in client’s Advisory Solutions Traditional IRA account.

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Kyle Friedrich (Friedrich), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Friedrich 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 $112,000.00 on July 09, 2025.

Client alleges that financial advisor stole $112,000 from her account.

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Ryan Messenger (Messenger), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Messenger 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 $20,000.00 on July 01, 2025.

Client alleges that Financial Advisor illegally transferred $20,000 from his 401k into the FA’s personal account.

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Eric Bencivenga (Bencivenga), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Bencivenga 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 $23,455.00 on April 11, 2025.

Client alleges financial advisor misrepresented life insurance product for personal profit.

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Diana Weaver (Weaver), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Weaver 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 $7,651.00 on April 22, 2025.

Client’s POA alleges unauthorized sells of securities in client’s Advisory Solutions Traditional IRA account.

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Tala Meyer (Meyer), previously associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Meyer 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 $100,000.00 on April 28, 2025.

Claimant alleges unsuitability and misrepresentation with respect to a master limited partnership investment.

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker April Pruitt (Pruitt), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Pruitt 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 $10,000.00 on April 28, 2025.

Power of attorney for client alleges the financial advisor misrepresented the tax implications from liquidating an annuity. POA alleges the client would not have liquidated the annuity or attempted to liquidate to harvest losses but for this advice and is requesting compensation.

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Carrie Bellamy (Bellamy), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Bellamy 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 $27,000.00 on May 01, 2025.

The client and his son allege investments in Emerge Energy Svcs in January 2015 and Stonemor Partners in June 2016 were too aggressive and did not support their investment goals.

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Todd Flocchini (Flocchini), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Flocchini 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 $5,000.00 on May 04, 2025.

Client alleges her financial advisor advised her to make accelerated mortgage payments, which depleted her funds and resulted in her needing to take IRA distributions with penalties. Client is requesting reimbursement  of financial advisor’s services, distribution penalties, and fees for mortgage restructuring.

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