Raymond James Financial Services

Broker Jaden Gurney in Raymond James Financial Services, INC. Firm Has Customer Complaint

January 7, 2026 | by Staff Attorney

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

FINRA BrokerCheck shows a pending customer complaint on August 04, 2025.

Failure to follow instructions.

There are Recent Customer Complaints with Broker Meredith Webber in Firm Raymond James Financial Services, INC.

January 4, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Meredith Webber (Webber), previously associated with Raymond James Financial Services, INC., has at least 2 disclosable events. These events include one customer complaint, one regulatory event, alleging that Webber 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 $183,500.00 on November 12, 2025.

Plaintiff alleges FA misappropriated funds, personal property, and credit from Plaintiff.

There are Recent Customer Complaints with Broker Dean Jaeger in Firm Raymond James Financial Services, INC.

December 29, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Dean Jaeger (Jaeger), currently associated with Raymond James Financial Services, INC., has at least one disclosable event. These events include one customer complaint, alleging that Jaeger 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 $30,000.00 on December 22, 2021.

Client alleged advisor did not manage account in their best interest. Allegation Activity Dates: 10/29/2019 – 12/22/2021.

Broker John Dollar in Raymond James Financial Services, INC. Firm Has Customer Complaint

December 19, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker John Dollar (Dollar), currently associated with Raymond James Financial Services, INC., has at least one disclosable event. These events include one customer complaint, alleging that Dollar 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 $34,975.97 on October 28, 2025.

The client alleges the Financial Advisor started investing in brokerage CDD's without her knowledge.

There are Recent Customer Complaints with Broker Davee Schulte in Firm Raymond James Financial Services, INC.

December 19, 2025 | by Staff Attorney

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

FINRA BrokerCheck shows a pending customer complaint on October 28, 2025.

Client alleged advisor misappropriated their funds.

Broker Dean Jaeger in Raymond James Financial Services, INC. Firm Has Customer Complaint

December 13, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Dean Jaeger (Jaeger), currently associated with Raymond James Financial Services, INC., has at least one disclosable event. These events include one customer complaint, alleging that Jaeger 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 $30,000.00 on December 22, 2021.

Client alleged advisor did not manage account in their best interest. Allegation Activity Dates: 10/29/2019 – 12/22/2021.

Broker Shane Boehm in Raymond James Financial Services, INC. Firm Has Customer Complaint

December 8, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Shane Boehm (Boehm), currently associated with Raymond James Financial Services, INC., has at least one disclosable event. These events include one customer complaint, alleging that Boehm 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 $1,500,000.00 on February 10, 2022.

Claimant alleges unsuitable investment recommendations that resulted in losses

There are Recent Customer Complaints with Broker Jason Kunz in Firm Raymond James Financial Services, INC.

November 28, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jason Kunz (Kunz), currently associated with Raymond James Financial Services, INC., has at least one disclosable event. These events include one customer complaint, alleging that Kunz 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 $200,000.00 on April 22, 2022.

Client alleged unauthorized trading. Allegation Activity Dates: 2/6/2020 – 4/22/2022.

Broker Michael Disilvio in Raymond James Financial Services, INC. Firm Has Customer Complaint

November 16, 2025 | by Staff Attorney

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

FINRA BrokerCheck shows a final customer complaint on June 06, 2022.

Claimant alleges his mother took inappropriate withdrawals from a custodial account held for Claimant’s benefit. Claimant’s mother filed a third party complaint alleging that to the extent the withdrawals were inappropriate and the Firm approved the withdrawals.

Broker Edward Sokolowski in Raymond James Financial Services, INC. Firm Has Customer Complaint

November 10, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Edward Sokolowski (Sokolowski), currently associated with Raymond James Financial Services, INC., has at least 2 disclosable events. These events include 2 customer complaints, alleging that Sokolowski 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 $30,000.00 on August 02, 2022.

Client alleges purchases of certain alternative investments were unsuitable.