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Bradford Jones Allegedly Omitted or Misrepresented Information

Bradford Jones (CRD #: 6293198), a broker registered with Infinity Financial Services, is the subject of an investor dispute. This disclosure appears on his BrokerCheck record, accessed on October 16, 2023. Keep reading if you have concerns about his alleged conduct as a broker. 

On September 5, 2023, an investor named Bradford Jones in allegations regarding a rider. According to the complaint, Bradford Jones informed the investor that benefits could be changed and benefits would be frozen for one year and reinstated with the same terms as the original rider. Allegedly, termination was to be completed on August 24, 2020. The investor alleges that around September 1, 2023, quarterly statements did not reflect the rider had been reinstated. 

The investor is seeking $150,000. 

What is Omission or Misrepresentation? 

FINRA Rule 2020 prohibits misrepresentation and the omission of material facts regarding a security. Material facts include information about riders and benefits. 

Background Information 

Bradford Jones passed the following exams: 

  • Series 66 – Uniform Combined State Law Examination 
  • SIE – Securities Industry Essentials Examination 
  • Series 7 General Securities Representative Examination 

He is a registered broker in Indiana and Tennessee. He is also a registered investment adviser in Tennessee. 

Bradford Jones has registered with five firms during his nine years of experience: 

  • Infinity Financial Services (CRD #: 144302) 
  • Trustmont Advisory Group (CRD #: 106015) 
  • Trustmont Financial Group (CRD #: 18312) 
  • Infinity Financial Services (CRD #: 144302) 
  • Edward Jones (CRD #: 250)

Kurta Law Can Help

If you worked with Bradford Jones and have concerns about your investments, please contact us today at 877-600-0098 or for a free consultation.

For over 20 years, Kurta Law has advocated on behalf of investors who want to recover their investment losses from brokers and brokerage firms. Kurta Law is a nationally recognized law firm that exclusively represents investors against brokers and brokerage firms on a contingency basis. This means that the firm only earns a fee if our securities attorneys recover money on your behalf.