David Jerke of LPL Financial Accused of Borrowing from Customers

Israels & Neuman, PLC
Losses with Angelo Piccone of IBN Financial in Pittsford, NY
TACOMA, WASHINGTON

Did you lose money investing with financial advisor David Jerke in Tacoma, Washington? Israels & Neuman is looking into claims made by FINRA against this advisor, who was previously affiliated with LPL Financial. Recently, he was kicked out of the securities brokerage industry by FINRA when he refused to cooperate with a FINRA investigation.

Mr. Jerke was fired by LPL Financial in December 2024, regarding allegations that he solicited a loan from a customer without approval from LPL Financial. Generally, financial advisors cannot borrow money from customers, with limited exceptions. 

David Jerke was registered with LPL Financial from January 2021 to December 2024 and was also previously licensed with Securities America and KMS Financial. He worked in a Tacoma, Washington office. 

Israels & Neuman represents investors throughout the Pacific Northwest, including investors in Tacoma, Olympia, Seattle, and the Puget Sound area.  We have offices in Seattle and Vancouver, Washington, and have previously represented multiple investors against LPL Financial.

FINRA’s AWC Regarding David Jerke can be found HERE

David Jerke’s BrokerCheck Report can be found HERE

If you lost money with David Jerke, or LPL Financial, contact the law firm of ISRAELS & NEUMAN at (616) 280-4303 or (206) 795-5798 for a Free evaluation of your case.

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