INVESTORS: David Lerner Associates broker Jeffrey Daniel Basford is facing two pending customer disputes alleging unsuitability and misrepresentations and omissions.
Jeffrey Daniel Basford (CRD: 5077566) is registered as a broker and investment adviser with David Lerner Associates, where he’s been employed since 2006. Basford does not have any other experience in the securities industry.
Basford has three disclosures on his BrokerCheck report.
September 2021 Customer Dispute
- Status: Pending
- Allegations: Unsuitability, misrepresentation/omission
- Damage Amount Requested: $200,000.00
June 2021 Customer Dispute
- Status: Pending
- Allegations: Unsuitability, misrepresentation/omission
- Damage Amount Requested: $100,000.00
- Broker Comment: These allegations do not include misappropriation, forgery, theft or conversion of funds or securities.
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The Sonn Law Group is currently investigating allegations surrounding Jeffrey Daniel Basford. 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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