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Jeremy Angevine Subject of a Variable Annuity Dispute

Jeremy Angevine (CRD #: 7003143), a broker registered with Edward Jones, is the subject of an investor dispute. This is according to his BrokerCheck record, accessed on November 6, 2023. Keep reading if you have questions about his alleged conduct. 

On August 12, 2023, an investor alleged that Jeremy Angevine did not advise of tax implications resulting from a variable annuity distribution. 

FINRA Rule 2020 – Misrepresentation

FINRA Rule 2020 prohibits the misrepresentation of investments or omission of material facts. Material facts include information about an investment’s tax implications. 

What is a Variable Annuity? 

Variable annuities are complex investments. They are insurance products that come with an investment component. The associated fees, surrender charges, and potential tax liability can negate any supposed benefits they offer. Furthermore, the risk associated with this type of illiquid investment makes it unsuitable for many investors. 

Background Information 

Jeremy Angevine has 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 16 states and is a registered investment adviser in Missouri, New York, and Texas. 

Jeremy Angevine has registered with Edward Jones (CRD #: 250) 

Kurta Law Can Help

If you worked with Jeremy Angevine 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.