JANE TERRY is currently employed as a Broker and/or Investment Adviser at RAYMOND JAMES FINANCIAL SERVICES, INC. located at 130 CAMINO ESCONDIDO, SANTA FE, NM, 87501.
JANE TERRY has worked at RAYMOND JAMES FINANCIAL SERVICES, INC. since August 07, 1998
Disclosure History
JANE TERRY has 1 Disclosure Event(s).
Date: June 09, 1993 Category: Customer Dispute Allegations: SUITABILITY AND MISREPRESENTATION. CUSTOMERASKED FOR $15,000.00 JOINTLY AND SEVERALLY. Damage Amount Requested: $15,000.00 Settlement Amount: $10,000.00 Broker Comment: THE MATTER WAS SETTLED FOR $10,000.OOTHE CLIENTS FIRST LETTER WAS DISMISSED BY SHEARSON AFTER RESEARCHING THE COMPLAINT. THE CLIENT'S ACCOUNT HAD A MARKET VALUE OF APPROXIMATELY 4450,000.00. [CUSTOMER] WANTED GROWTH YET SHE WANTED TO REDUCE HER TAXES. I RECOMMENDED "JMB CARLYLE" AND SHE WAS IN AGREEMENT WITH THE INVESTEMNT AND IT'S RISKS. LATER ON IN THE EARLY 90'S PRU BEGAN RECEIVING VERY HOSTILE, NEGATIVE PUBLICITY ON THEIR LTD. PARTNERSHIPS, AND HER SHREWD OPTIONS TRADING SON IN CHICAGO SMELLED MONEY! SHE FILED AGAIN, HAD GREY HAIR, THE NEGATIVE LTD ENVIRONMENT AND TIMING WERE IN HER FAVOR. I WAS A VICTIM OF THE SYSTEM AND RESENT THE MANNER IN WHICH MY CASE WAS UNFAIRLY REVIEWED.
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