Adam David Blackwell

Adam David Blackwell is currently employed as a Broker and/or Investment Adviser at EDWARD JONES located at 1114 9TH ST S, GREAT FALLS, MT, 59405-4402.

Adam David Blackwell has worked at EDWARD JONES since August 02, 2012

Disclosure History

Adam David Blackwell has 1 Disclosure Event(s).

Date: September 17, 2015
Category: Customer Dispute
Allegations: Client claims the financial advisor understood he wanted the upside potential of the market and no downside risk. Client claims he was assured the annuity had a 5% return and no downside risk. Client is asking for the return of his $200,000.
Damage Amount Requested: $5,000.00
Settlement Amount: $34,093.37
Broker Comment: After completion of the firm's investigation, client's claim was resolved in the amount of $34,093.37. Financial advisor was not required to contribute to the resolution.

More Information

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A disclosure includes information about customer disputes, disciplinary events and financial matters on the broker's record as reported by securities regulators, the individual broker, and any involved firms. Some of these items may involve pending actions or allegations that have not been resolved or proven. The presence of a disclosure does not automatically indicate any wrongdoing.

BrokerCheck is the source of the data included in this Report. The data was compiled on June 29, 2018.

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