DID JEFFREY SHAWN MATCHETT CAUSE YOU INVESTMENT LOSSES?
Jeffrey Matchett Of Securities America, Inc. And Formerly With Key Investment Services LLC Has 1 Customer Complaint For Alleged Broker Misconduct
About Jeffrey Matchett of Securities America, Inc.?
Jeffrey Matchett (CRD #2607666) , exhibits a checkered professional landscape marked by a string of engagements across multiple firms, suggestive of possible instability or dissatisfaction in his roles. Registered currently with Securities America, Inc. in Mentor, OH, Matchett has cycled through substantial brokerage entities, including Key Investment Services and Chase Investment Services. His qualifications encompass two general industry/product exams and two state securities law exams but notably lack any principal/supervisory exams. This limited spectrum of certifications might raise doubts about his depth of expertise and supervisory capabilities in an industry that thrives on comprehensive regulatory knowledge and oversight.
Investment Losses? Let’s talk.or, give us a ring at (800) 732-2889.
Jeffrey Matchett Customer Complaints and Reviews
Matchett’s professional record is tarnished by a notable customer dispute:
- Improper Fund Allocation (Settled 2023): A client alleged that Matchett did not follow her directive to maintain $80,000 in her KeyBank savings account, instead fully investing $250,000 into four Franklin mutual funds. The client asserted damages of $8,416.94, reflecting a misunderstanding or disregard of her instructions. The dispute was settled for $2,483.91 in March 2023, highlighting potential issues in Matchett’s client communication or investment execution strategies.
Allegations Against Jeffrey Matchett
The allegations against Jeffrey Matchett center around:
- Failure to adhere to client’s investment instructions: Matchett allegedly invested client funds contrary to her specified wishes, which not only questions his compliance with client instructions but also points to serious lapses in client management and ethical financial practices.
- These allegations, alongside his history of employment changes, contribute to a portrait of a broker whose practices might not align consistently with client expectations or industry standards.
Jeffrey Matchett Red Flags & Your Rights As An Investor
Of course, Jeffrey Matchett did not admit to any of the allegations. But regardless of whether an arbitration award was entered, a settlement occurred, or the customer complaint is still pending, the allegations made by customers are red flags which should put all current and former customers of Jeffrey Matchett at Securities America, Inc. and Key Investment Services LLC on alert to review carefully the activity and performance of their accounts and question whether Jeffrey Matchett has engaged in any stockbroker misconduct that may have caused them investment losses. The large number of customer complaints at Securities America, Inc. and Key Investment Services LLC also raises questions about the brokerage firms’ 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?
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 Securities America, Inc. Due To Jeffrey Matchett
If you have questions about Securities America, Inc., Key Investment Services LLC and/or Jeffrey Matchett 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.
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