Erez Law is interested in speaking with investors who may have suffered losses due to investments with Charles Schwab & Co., Inc. broker Jason Young (CRD# 3084079). He has been registered with Charles Schwab & Co., Inc. in Orlando, Florida, since 1999.
Jason Young Customer Complaints
He has been the subject of two customer complaints between 2008 and 2024, according to his CRD report. The most recent complaint was regarding:
July 2024. “Claimants allege that in early 2022, they hired the financial advisor to manage their accounts and that they wanted “growth”. However, Claimants allege the financial advisor allowed a substantial amount of cash to remain uninvested or in cash equivalent investments rather than purchasing equities. As a result, Claimants allege they missed an opportunity to capitalize on the rising equity market.” The case is currently pending. The complaint was regarding cash and money market fund losses.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Charles Schwab & Co., Inc. may be liable for investment or other losses suffered by Jason Young’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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