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I'm Jeff Sonn, an attorney concentrating on securities fraud and consumer class actions. I use this blog to bring attention to regulatory filings involving financial advisors, current events in securities and cases in the financial services industry, and to help investors understand their rights and options for financial recovery. Questions? Contact me online or call anytime at 844-689-5754

Dustin Chase, Broker with JP Morgan, Named in Customer Dispute Alleging He Conspired With A Third Party to Change A Beneficiary

INVESTORS: JP Morgan broker Dustin Chase was named in a customer dispute alleging that conspired with a third party to change a beneficiary designation, allowing the third party access to funds.

Dustin Chase (CRD#:4506) is registered as a broker and investment adviser with JP Morgan, where he has been employed since 2012. Previously, Chase was registered as a broker and investment adviser with Chase Investment Services from 1997 until 2012.

Chase has one disclosure on his BrokerCheck report. 

October 2021 Customer Dispute

Status: Pending

Allegations: Claimant alleges the Registered Rep conspired with a third party to change the TOD beneficiary, allowing the third party access to funds. Activity date on or prior to February 10, 2020.

Damage Amount Requested: $500,000.00

If you have any information about Dustin Chase that you would like to share or discuss, please call our firm for a confidential consultation. We represent investors in claims against negligent brokers and brokerage firms. If you or your loved one experienced investment losses, we are here to help. For a free consultation, please call us now at 866-827-3202 or complete our contact form. 

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