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
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
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