Articles Tagged with Jason Anderson

There are Recent Customer Complaints with Broker Jason Anderson in Firm Momentum Independent Network INC.

June 1, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jason Anderson (Anderson), currently associated with Momentum Independent Network INC., has at least one disclosable event. These events include one customer complaint, alleging that Anderson recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $7,150.67 on February 23, 2024.

Claimant alleges misrepresentation with respect to the solicitation of a variable annuity.

Former LPL Broker Jason Anderson Sued by Elderly Customers

October 12, 2017 | by Staff Attorney

The investment attorneys at Gana Weinstein LLP are investigating claims against former LPL Financial Broker Jason Anderson (Anderson). A pair of elderly customers are suing Anderson and alleging churning and inflated mutual fund charges.

According to news sources, A pair of elderly customers of LPL Financial are suing the firm and Anderson.

The customers, each of whom are over 65, claim to have suffered a combined $630,000 loss in retirement accounts that were originally valued at $3.5 million.