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Jeffrey Bridge Allegedly Recommended an Unsuitable Investment Strategy

Securities Lawyer Jonathan Kurta
By: Jonathan Kurta Author
September 14, 2023 at 8:19pm

Jeffrey Bridge (CRD #: 4749799), a broker registered with J.P. Morgan Securities, is involved in an investor dispute, according to his BrokerCheck record, accessed on September 11, 2023. Keep reading if you have questions about his alleged conduct. 

On August 18, 2023, an investor alleged that Jeffrey Bridge recommended a conservative outcome that resulted in a lost market opportunity. This alleged activity took place from May 2019 to January 2022. 

FINRA Rule 2010

FINRA Rule 2010 holds brokers to high standards of commercial honor and just and equitable principles of trade. Losing market opportunities may violate this rule. 

Background Information 

Jeffrey Bridge has passed the following exams: 

  • Series 63 Uniform Securities Agent State Law Examination 
  • SIE – Securities Industry Essentials Examination 
  • Series 7 General Securities Representative Examination 

He is a registered broker in 50 states, D.C., Puerto Rico, and the Virgin Islands. 

Jeffrey Bridge has registered with the following brokerage firms: 

  • J.P. Morgan Securities (CRD #: 79) 
  • Hyde Park Capital Advisors (CRD #: 104271) 
  • CitiGroup Global Markets (CRD #: 7059) 
  • CitiGroup Geneva Capital Strategies (CRD #: 104454) 

Kurta Law Can Help

If you worked with Jeffrey Bridge 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.

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