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Jason Street Allegedly Omitted Information

Securities Lawyer Jonathan Kurta
By: Jonathan Kurta Author

Jason Street (CRD #: 4217170), a broker registered with FBL Marketing Services, is the subject of an investor dispute. This is according to his BrokerCheck record, accessed on September 7, 2025. Keep reading if you have questions regarding his alleged conduct. 

Investor Allegations 

On June 24, 2025, an investor alleged that Jason Street placed trades in accounts without consideration for tax consequences. This allegedly led the investor to owe over $50,000 in state and federal taxes. The client alleged that Jason Street failed to explain these tax consequences. 

Misrepresentation 

FINRA Rule 2020 prohibits the use of deceptive, manipulative, and otherwise fraudulent methods to influence the purchase and sale of securities. The misrepresentation or omission of material facts violates this rule. Tax consequences are material facts. 

Background Information 

Jason Street has passed the following exams: 

  • Series 65 Uniform Investment Adviser Law Examination 
  • Series 66 Uniform Combined State Law Examination
  • Series 63 Uniform Securities Agent State Law Examination 
  • SIE – Securities Industry Essentials Examination 
  • Series 7 General Securities Representative Examination 
  • Series 6 Investment Company Products / Variable Contracts Representative Examination 
  • Series 24 General Securities Representative Examination 

He has registered with the following firms: 

  • FBL Marketing Services (CRD #: 5309) 
  • FBL Wealth Management (CRD #: 291396) 
  • Directed Services (CRD #: 21675) 
  • Princor Financial Services Corporation (CRD #: 1137) 
  • H&R Block Financial Advisors (CRD #: 5979

Kurta Law Can Help

If you worked with Jason Street and you have concerns about your investments, please contact us today at 877-600-0098 or info@kurtalawfirm.com 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.