JEFFREY LARSON Investment Disputes

Broker Jeffrey Larson Involved In Third Investment Dispute

Investors are coming forward with disputes concerning securities broker Jeffrey Scott Larson [CRD#: 4836889, Kirkwood, Missouri]. Notably, the securities broker, who associated with Larson Financial Securities from July 2010 to August 2017, reports 3 investor disputes on Financial Industry Regulatory Authority (“FINRA”) BrokerCheck. Apparently, Larson Financial Securities clients suggest that Jeffrey Larson breached a fiduciary duty and engaged in deceptive activities among other things. For additional information concerning the allegations against Jeffrey Larson, see below.

Jeffrey Larson Allegedly Deceives Larson Financial Securities Client

Apparently, in January 2019, a Larson Financial Securities client made a formal complaint concerning Jeffrey Larson. Notably, the client indicated that Larson breached his fiduciary responsibility by placing his interests before the client’s interests when it came to annuities and insurance transactions. Allegedly, the securities broker also dishonored an agreement. Moreover, Larson potentially engaged in deceptive activities and may have misused the client’s assets. Therefore, the client requested $10,500,000 in compensation from Larson Financial Securities or Jeffrey Larson. Evidently, Larson Financial Securities denied the complaint in June 2019.

Larson Financial Securities Client Indicates That Larson Misrepresented Insurance

Evidently, a client of Larson Financial Securities contested Jeffrey Larson’s actions by making a complaint in August 2017. Allegedly, Larson concealed important facts concerning variable universal life insurance. Supposedly, the securities broker charged hidden costs or fees on products which contained steep surrender charges. It seems that the life insurance policies which Larson possibly recommended or sold were inappropriate. Consequently, the client made a claim for compensatory damages from Larson Financial Securities or Larson in the amount of $34,000. Apparently, this matter closed without further action from the client by March 2019.

Jeffrey Larson Allegedly Gives Bad Advice To Larson Financial Securities Client

Supposedly, in July 2017, a Larson Financial Securities client made a formal complaint concerning Jeffrey Larson. Supposedly, the client contended that Larson recommended a bad variable universal life insurance policy. Allegedly, this policy failed to align with the client’s risk tolerance or some other aspect of the client’s investment profile. For this reason, the client requested $36,078.25 in compensation from Larson Financial Securities or Larson. Evidently, this matter also closed with no action from the client by March 2019.

Did Larson Financial Securities Broker Larson Sell You Bad Investments?

Have you experienced losses by investing with Jeffrey Larson? If you have, contact Soreide Law Group at (888) 760-6552 and speak with experienced counsel concerning a potential recovery of your investment losses. Soreide Law Group provides representation to clients on a contingency fee basis and advances costs. The law firm has recovered millions of dollars for clients who have experienced losses due to misconduct of securities brokers like Larson and his employers.