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DID DAVID LEE JERKE CAUSE YOU INVESTMENT LOSSES?

David Jerke was fired from LPL Financial LLC on December 16, 2024, due to allegations of professional misconduct.

Who is David Jerke formerly with LPL Financial LLC?

David Jerke

David Jerke (CRD #5129935) who was formerly registered as a broker with LPL Financial LLC and located in Tacoma, Washington is a subject of one of our many securities industry sales practice abuse investigations.

Investment Losses? Let’s talk.

or, give us a ring at (800) 732-2889.

David Jerke Employment History and Termination

David Lee Jerke has over 11 years of experience in the securities industry and has worked for several firms, including KMS Financial Services, Inc. (2014-2020), Securities America, Inc. (2020-2021) and his most recent registration with LPL Financial from January 2021 to December 2024.

He has passed two general industry/product exams and one multi-state securities law exam, however he is not currently registered with any firm or organization.

Despite his extensive experience, David was discharged from LPL Financial LLC on December 16, 2024, following allegations of soliciting a loan from a customer without notifying or gaining proper approval from the firm.

Negative Disclosures Summary

One Disclosure was noted:

  • Termination on December 16, 2024
  • Employer: LPL Financial LLC.
  • Details: Solicitation of a loan from a customer without the firm’s notice or approval.

David Jerke Red Flags & Your Rights As An Investor

Regardless of whether an arbitration award was entered, a settlement occurred, or the customer complaint was filed, the termination of David Jerke is a red flag which should put all current and former customers of David Jerke at LPL Financial LLC on alert to review carefully the activity and performance of their accounts and question whether David Jerke engaged in any stockbroker misconduct that may have caused them investment losses. The large number of customer complaints at LPL Financial LLC also raises questions about the brokerage firm’s supervisory practices. If these red flags raise questions, call us and we will inform you of your rights as an investor.

Did You Lose Money Because of Broker Misconduct?

best investment fraud lawyers

If you have lost money due to negligence or fraud by a stockbroker or advisor, the easiest way to know if you have a case is to call our office at 800-732-2889. Our investment fraud attorneys will evaluate your claim for free and let you know if we can help you recover your losses.

Need Legal Help? Let’s talk.

or, give us a ring at 561-338-0037.

File A Claim To Recover Your Investment Losses At LPL Financial LLC Due To David Jerke

If you have questions about LPL Financial LLC and/or David Jerke and the management or performance of your accounts, please contact Attorney Pearce for a free initial consultation via email or Toll Free at 1-800-732-2889.

Author Photo

Robert Wayne Pearce

Robert Wayne Pearce of The Law Offices of Robert Wayne Pearce, P.A. has been a trial attorney for more than 45 years and has helped recover over $170 million dollars for his clients. During that time, he developed a well-respected and highly accomplished legal career representing investors and brokers in disputes with one another and the government and industry regulators. To speak with Attorney Pearce, call (800) 732-2889 or Contact Us online for a FREE INITIAL CONSULTATION with Attorney Pearce about your case.

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