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Jordan Lenderman is the Subject of a Suitability Dispute

Securities Lawyer Jonathan Kurta
By: Jonathan Kurta Author
October 28, 2025 at 1:51am

Jordan Lenderman (CRD #: 7128657), a broker registered with Equitable Advisors, is the subject of an investor dispute. This disclosure appears on his BrokerCheck record, accessed on October 27, 2025. Keep reading if you have questions regarding his alleged conduct.

Investor Allegations

On August 21, 2025, an investor alleged that Jordan Lenderman did not follow instructions and placed them in an unsuitable product that resulted in a missed growth opportunity. The dispute was denied by the firm, but investors should know that firms can deny disputes without any external review.

What is an Unsuitable Investment?

FINRA Rule 2111 requires brokers to evaluate whether an investment fits their investor’s financial goals. Brokers must examine the investor’s profile, which contains the following investor characteristics:

  • Age
  • Financial goals
  • Risk tolerance
  • Time horizon (i.e., how long the investor plans to hold the investment)
  • Investing experience
  • Tax status

Investors who rely on brokers for recommendations may be able to recover their losses by pursuing FINRA arbitration.

Background Information

Jordan Lenderman has passed the following exams:

  • Series 66 Uniform Combined State Law Examination
  • SIE – Securities Industry Essentials Examination 
  • Series 7 General Securities Representative Examination 
  • Series 24 General Securities Representative Examination 
  • Series 7TO General Securities Representative Examination

Kurta Law Can Help

If you worked with Jordan Lenderman 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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