Oppenheimer & Co. Inc. broker Jeffrey Werdsheim (CRD# 1892046) is accused of unsuitable investment recommendations. He has been registered with Oppenheimer & Co. Inc. in Los Angeles, California, since 2003.
Jeffrey Werdsheim Customer Complaints
He has been the subject of seven customer complaints between 2000 and 2024, five of which were denied and one was closed without action, according to his CRD report:
September 2024. “Negligence/unsuitability; Breach of Contract; Breach of Fiduciary Duty; Respondeat Superior; Negligent Supervision. From 2014 to 3/1/2024.” The customer is seeking $940,941 in damages, and the case is currently pending. The complaint was regarding municipal debt, money market funds, and mutual 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, Oppenheimer & Co. Inc. may be liable for investment or other losses suffered by Jeffrey Werdsheim’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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