Jeffrey Morrison Connected To LifeMark Securities Investor Dispute Alleging Breach Of Fiduciary Duty

Investors potentially experienced sales practice violations by securities broker Jeffrey Seth Morrison [CRD: 3200399, Livingston, New Jersey], according to publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Jeffrey Morrison has worked with LifeMark Securities Corp. since February 18, 2005, as a broker, and since September 11, 2009, as an investment adviser. Investors should continue reviewing the information below to discover more about client disputes involving Morrison that were disclosed through FINRA.

LifeMark Securities Investor Accused Morrison Of Misrepresentation

Specifically, a LifeMark Securities Corp. client filed FINRA Arbitration No. 22-02534 about Jeffrey Morrison. Mainly, the client alleged that Morrison made unsuitable recommendations, breached his fiduciary duty, made misrepresentations, and made omissions. Because of this, the client allegedly incurred damages linked to corporate bonds associated with an alternative investment that later experienced financial distress. As a result, on April 10, 2024, LifeMark Securities Corp. settled this matter by paying the client $17,000 in damages.

Jeffrey Morrison Disclosed Unsuitable Recommendations Allegations By LifeMark Securities Client

Also, a client of LifeMark Securities Corp. disputed Jeffrey Morrison’s sales practices by filing FINRA Arbitration No. 22-02534. Allegedly, Morrison made unsuitable recommendations, breached his fiduciary duty, made misrepresentations, and made omissions. It appears that Morrison allegedly caused the client to experience damages associated with corporate bonds tied to an alternative investment that later declined in value after the issuer filed for Chapter 11 bankruptcy. Consequently, LifeMark Securities Corp. opted to settle the matter on April 10, 2024, by compensating the client in the amount of $17,000.

Did You Invest With Financial Advisor / Securities Broker Morrison?

Did you experience losses because of Jeffrey Morrison? Contact Soreide Law Group online or at (888) 760-6552 and talk to a securities attorney concerning a possible recovery of your investment losses. Soreide Law Group has recovered losses for investors throughout the country. Also, the firm works on a contingency fee arrangement and advances all costs. Morrison and brokerage firms Morrison worked for deny accusations of sales practice violations.