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JEFFREY GITTERMAN of Triad Accused of Selling GPB Investments

Israels & Neuman, PLC Investigates Jeffrey Gitterman of Triad Advisors, for Selling Unsuitable GPB Capital Investments EDISON, NEW JERSEY – Have you lost money with financial advisor Jeffrey Gitterman, formerly of Triad Advisors in Edison, New Jersey? We are looking into allegations made against Jeffrey Gitterman. Jeffrey Gitterman has been the subject of three (3) customer complaints, one which was filed in 2021. The customers alleged that Gitterman sold unsuitable alternative investments, like GPB Capital.
Jeffrey Gitterman was a registered representative of Triad Advisors from 2010 to June 2017. Gitterman has also been with Vanderbilt Securities from June 2017 to the present. He has worked at branch offices in Edison, New Jersey.
Brokerage firms like Triad Advisors have a responsibility to adequately supervise all representatives who are registered through their firm. Brokerage firms also must take steps to ensure that their financial advisors follow all securities rules and regulations, as well as internal firm policies. When brokerage firms fail to adequately supervise their registered representatives, they may be liable for investment losses sustained by customers.
Israels & Neuman PLC is a securities and investment fraud law firm with offices in Denver, Colorado; Seattle, Washington; Phoenix, Arizona; and Ann Arbor, Michigan. We represent investors in FINRA arbitration proceedings in all 50 states, including investors in New Jersey. Our attorneys have represented over one thousand investors against many brokerage firms in the past, including against Triad Advisors.
View BrokerCheck: Gitterman, J. BrokerCheck 6.23.21