Jared Levy - Securities Attorney

Jared Levy - Securities Attorney Jared A. Levy is a partner in Morgan & Morgan’s Business Trial Group and leads the firm’s investment recovery practice.

If an investment advisor or stockbroker has abused their position of trust to take advantage of an elderly person, the s...
09/17/2020

If an investment advisor or stockbroker has abused their position of trust to take advantage of an elderly person, the securities attorneys at Morgan & Morgan’s Business Trial Group are here to help. Contact me today.

A Colorado federal court recently entered a consent judgment against investment adviser Steven Rodemer relating to his alleged misappropriation of over $450,000 from an elderly client. The SEC alleged that Rodemer was an investment adviser to an elderly, widowed client. According to the SEC’s comp...

Morgan & Morgan’s securities attorneys are investigating claims involving losses in AllianzGI’s “Structured Alpha” funds...
09/16/2020

Morgan & Morgan’s securities attorneys are investigating claims involving losses in AllianzGI’s “Structured Alpha” funds. If you have suffered losses relating to these products, we are here to help. Contact me today.

Morgan & Morgan’s securities attorneys are investigating claims involving losses in AllianzGI’s “Structured Alpha” funds. Many of the Structured Alpha funds have suffered catastrophic losses this year, according to reports. AllianzGI has been accused of failing to use appropriate risk contro...

FINRA recently fined the electronic broker-dealer Interactive Brokers for widespread failures in its anti-money launderi...
08/26/2020

FINRA recently fined the electronic broker-dealer Interactive Brokers for widespread failures in its anti-money laundering program, which persisted for more than five years.

FINRA recently fined the electronic broker-dealer Interactive Brokers LLC for widespread failures in its anti-money laundering (AML) program, which persisted for more than five years. As part of the $15 million settlement, FINRA required Interactive Brokers to certify that it will implement the reco...

If you have suffered losses relating to Par Funding’s fraudulent scheme involving promissory notes or loans, we may be a...
08/24/2020

If you have suffered losses relating to Par Funding’s fraudulent scheme involving promissory notes or loans, we may be able to help. Contact me today.

Morgan & Morgan’s securities attorneys are investigating an alleged fraudulent scheme perpetrated by Complete Business Solutions Group Inc. (d/b/a Par Funding) that raised about $500 million from over 1,000 investors. The SEC recently filed an emergency action in federal court in Florida, and obta...

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33401

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