November 9, 2022

Investors File Disputes About Jeremy Fortner

Family Broker Fraud

Soreide Law Group is investigating possible investor claims against securities broker Jeremy Fortner AKA Jeremy W. Fortner [CRD#: 4811478, Beverly Hills, CA]. Specifically, Financial Industry Regulatory Authority (FINRA) BrokerCheck discloses that investors disputed the sales practices of the securities broker, who worked for Wells Fargo Advisors. Evidently, investors allege sales practice violations in these disputes, including that Fortner committed sales practice violations. Here is a brief summary of the disclosures about Fortner.

Wells Fargo Advisors Investor Accuses Jeremy Fortner Of Sales Practice Violations

Evidently, a Wells Fargo Advisors client filed a complaint about Jeremy Fortner. Notably, the client alleged that Fortner committed sales practice violations. Because of this, the client sustained damages. Therefore, on July 28, 2022, Wells Fargo Advisors settled this matter by paying the client $48,200.

Wells Fargo Advisors Investor Accuses Fortner Of Sales Practice Violations

Also, on July 13, 2022, a Wells Fargo Advisors client filed a complaint about Jeremy Fortner. Namely, the client alleged that Fortner committed sales practice violations. Because of this, the client sustained damages. Therefore, the client requested compensation from Wells Fargo Advisors or Fortner. Evidently, this complaint is pending a resolution.

Jeremy Fortner Discloses Churning Allegations By Wells Fargo Advisors Client

Additionally, a client of Wells Fargo Advisors contested Jeremy Fortner’s sales practices, according to a complaint dated May 9, 2022. Allegedly, Fortner churned the client’s account. Supposedly, the stocks which Fortner sold or recommended had caused the client to sustain damages. Therefore, the client seeks compensatory relief from Wells Fargo Advisors or Fortner in the amount of $250,000 in this ongoing matter.

Wells Fargo Advisors Investor Accuses Fortner Of Sales Practice Violations

Evidently, a Wells Fargo Advisors client filed a complaint about Jeremy Fortner. Notably, the client alleged that Fortner committed sales practice violations. Because of this, the client sustained damages on variable annuities. Therefore, on March 21, 2022, Wells Fargo Advisors settled this matter by paying the client $100,000.

Jeremy Fortner Discloses Sales Practice Violations Allegations By Wells Fargo Advisors Client

Also, a client of Wells Fargo Advisors contested Jeremy Fortner’s sales practices, according to a complaint. Allegedly, Fortner committed sales practice violations. Supposedly, the investments which Fortner sold or recommended had caused the client to sustain damages. Therefore, Wells Fargo Advisors opted to settle the matter on December 23, 2021 by compensating the client in the amount of $22,491.07.

Damages Resulting From Wells Fargo Advisors Securities Broker Fortner?

Have you sustained damages by investing with Jeremy Fortner? If so, reach out to Soreide Law Group at (888) 760-6552 and speak with a securities lawyer about a possible recovery of your investment losses. Soreide Law Group, who has successfully recovered money for investors in all 50 states, represents clients on a contingency fee basis and advances all costs. Fortner and brokerage firms Fortner was employed by deny any and all allegations of sales practice violations.

S H A R E   T H I S   P O S T

Recent Posts

July 8, 2026
J.P. Morgan Securities Sanctioned By FINRA Over Supervision Failures

Soreide Law Group is investigating potential investor claims involving J.P. Morgan Securities LLC (JPMS) after FINRA sanctioned the firm over supervisory failures involving a high-risk, leveraged investment strategy. Investors who suffered losses through this strategy may have legal options and should read below for details about FINRA's action against J.P. Morgan Securities. What Was The […]

July 8, 2026
Christina Benton Tied To Edward Jones Investor Arbitration Claim About Unsuitable Advice

Investors potentially incurred losses because of securities broker Christina Leanne Benton (also known as Christina Leann Benton and Chrissy Benton) [CRD: 7141536, Grass Valley, California], given the publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Benton worked for Wells Fargo Clearing Services LLC from August 2019 to April 2021. She has been associated […]

July 8, 2026
Michael Giordano Faced Charles Schwab Investor Arbitration Claim About Unsuitable Advice

Investors may have suffered financial harm by securities broker Michael Giordano (also known as Mike Giordano) [CRD: 5352775, Red Bank, New Jersey], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Giordano has been registered with Charles Schwab Co. Inc. since March 30, 2021, and previously worked for Ameriprise Financial Services LLC in Hauppauge, […]

Contact us Nationwide USA
2401 E. Atlantic Blvd., Suite 305, Pompano Beach, FL 33062
Helping clients recover money across the USA
search
Copyright © 2025 Soreide Law Group, PLLC  |  All Rights Reserved