Fortner has two pending customer complaints arising out of the same misconduct.
Jeremy Fortner (CRD#: 4811478) was registered as a broker with Wells Fargo from 2014 until 2017. Previously, Fortner was registered as a broker with JP Morgan from 2012 until 2014.
Fortner has four disclosures on his BrokerCheck report.
August 2021 Employment Separation After Allegations
- Firm Name: Wells Fargo Clearing Services, LLC
- Termination Type: Discharged
- Allegations: FA borrowing money from multiple Firm clients.
August 2021 Customer Dispute
- Status: Pending
- Allegations: Client complains that Financial Advisor solicited his investment in two private outside investments, borrowed monies secured by a promissory note, and purchased a security in his account without authorization. (1/1/2018-8/4/2021)
July 2021 Customer Dispute
- Status: Pending
- Allegations: Client complains that FA involved him in an outside business activity and private placement, and seeks to recoup his entire investment. (3/7/2017-7/19/2021)
- Damage Amount Requested: $238,000.00
June 2021 Customer Dispute
- Status: Final
- Allegations: Client complained that he loaned money to his financial advisor and that the financial advisor has broken all agreements and deadlines for repayment. (3/1/2021-6/23/2021)
- Damage Amount Requested: $26,000.00
- Settlement Amount: $23,250.00
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The Sonn Law Group is currently investigating allegations surrounding Jeremy Fortner. 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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