BRADLEY SCOTT COOPERMAN

BRADLEY SCOTT COOPERMAN is currently employed as a Broker and/or Investment Adviser at J.P. MORGAN SECURITIES LLC located at 9994 SCRIPPS RANCH BLVD, SAN DIEGO, CA, 92131.

BRADLEY SCOTT COOPERMAN has worked at J.P. MORGAN SECURITIES LLC since October 01, 2012

Disclosure History

BRADLEY SCOTT COOPERMAN has 4 Disclosure Event(s).

Date: July 14, 2016
Category: Customer Dispute
Allegations: Client alleges misrepresentation and unauthorized trading regarding managed account investment. Activity dates 12/19/2013-04/18/2016. Subsequent correspondence received. Client alleges signature on Customer Services Agreement is not authentic. Activity dates 12/19/2013-12/19/2013.
Damage Amount Requested: $11,060.56

Date: July 27, 2009
Category: Customer Dispute
Allegations: CLIENT ALLEGES REGISTERED REPRESENTATIVE MISREPRESENTED THE ANNUITY PURCHASED IN MAY, 2007. CLIENT CONTACTED CHASE INVESTMENT SERVICES CORP ON 7/27/2009 WITH NEW ALLEGATION OF SUITABILITY. ACTIVITY DATES 05/09/2007-05/09/2007.
Damage Amount Requested: $81,262.18
Broker Comment: THE FIRM HAS MADE A GOOD FAITH DETERMINATION THAT THE DAMAGES FROM THE ALLEGED CONDUCT ARE OVER $5,000.00.

Date: March 24, 2008
Category: Customer Dispute
Allegations: LATE CLIENT'S SON, [FAMILY MEMBER], WHO IS EXECUTOR OF HIS FATHER'S ESTATE ALLEGES UNSUITABILITY IN CONNECTION WITH MUTUAL FUND PURCHASED IN MAY 2007.
Damage Amount Requested: $13,000.00
Broker Comment: COMPLAINT WAS DENIED AS NON-MERITORIOUS.

Date: June 08, 2007
Category: Customer Dispute
Allegations: CLIENT'S POWER OF ATTORNEY STATES MUTUAL FUND PURCHASES ON 03/23/2007 WERE UNSUITABLE FOR NINETY YEAR OLD.
Damage Amount Requested: $6,736.00
Settlement Amount: $6,706.03

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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