INVESTMENT ATTORNEYS IN RANCHO SANTA FE WITH SUCCESSFUL EXPERIENCE REPRESENTING INVESTORS

If you are the victim of fraud or negligent investment advice by a stockbroker or investment advisor, there are laws in place to protect you and help you recover your losses. These cases are often highly complex and should be evaluated by a lawyer with a history of successfully representing investors.

Paul M. Jonna of LiMandri & Jonna LLP has substantial experience representing individual and institutional investors in complex securities cases. He has represented institutional and individual investors in FINRA securities arbitration proceedings, in cases involving unsuitable trading, boiler room sales, complex real estate investments, and a broad variety of credit instruments – most of which resulted in substantial, confidential settlements. He also represented individual and institutional investors in securities class actions resulting in cumulative settlements exceeding $500 million, including Public Employees Ret. Sys. of Mississippi vs. Merrill Lynch & Co. ($315 million recovery); In re Wells Fargo Mortgage Pass-Through Certificate Litigation ($125 million); and In re AXA Rosenberg Investor Litigation ($65 million).

EVALUATING INVESTOR LEGAL CLAIMS

Investors should consult with legal counsel to evaluate their legal rights in the following circumstances (among others):

  • Investments made on behalf of investors without permission
  • Written or verbal misrepresentations concerning an investment
  • Inappropriate or unsuitable investment recommendations in light of the investor’s finances, age, experience, ability or willingness to be exposed to risk
  • Investment losses which are inconsistent with the range of results reasonably anticipated based upon prior sales pitch
  • Frequent or excessive trading of investments based upon broker or adviser recommendation which result in losses

Whether these circumstances should lead to a legal claim or action is best determined after consultation with legal counsel with successful experience representing investors.

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