About

Erez Law is dedicated to providing the highest quality legal representation to investors seeking to recover investment losses from brokerage firms and financial advisors. Our firm is singularly committed to representing investors across the United States and internationally in FINRA arbitrations, AAA arbitrations, JAMS arbitrations and in both state and federal courts. Erez Law has the experience and resources to obtain justice for its clients even against the largest and best funded brokerage firms and law firms in the country.

Erez Law understands that investors have worked for years and often decades saving for retirement, children’s education, to support family members, to accumulate wealth, to create a sense of financial security or to leave behind a legacy. Dishonest brokerage firms and brokers can dash those aspirations with just a few bad recommendations or actions. Investors that sustained investment losses may be the victims of brokerage firms and financial advisors that are incompetent or acted intentionally to mislead their customers. Whether by negligence or fraud, brokerage firms and financial advisors that have failed to follow industry standards and applicable rules and laws may be responsible for their customer’s losses. Erez Law specializes in representing investors in cases to recover investment losses when caused by wrongful conduct. Erez Law represents individual investors, retirees, trusts, pension plans, partnerships, family partnerships, and ultra high net worth individuals.

Erez Law has successfully represented investors in claims against the following brokerage firms:
Merrill Lynch, Pierce, Fenner & Smith, Inc.
UBS Financial Services Inc.
UBS Financial Services Inc. of Puerto Rico
Morgan Stanley & Co. LLC
Morgan Stanley Smith Barney LLC
Oppenheimer & Co. Inc.
Popular Securities, LLC
Santander Securities, LLC
Oriental Financial Services Corp.
Raymond James Financial, Inc.
RBC Capital Markets, LLC
Wells Fargo Advisors Financial Network, LLC
LPL Financial LLC
Securities America, Inc.
Transamerica Financial Advisors, Inc.
NFP Securities, Inc.
Citigroup Global Markets Inc.
Cetera Advisors LLC
Cetera Advisor Network LLC
Cetera Investment Services LLC
Janney Montgomery Scott LLC
These are some of the largest national and regional brokerage firms in the US. However, there are over 6,000 brokerage firms operating in the US and Erez Law has the resources, experience and expertise to achieve successful outcomes against them on behalf of investors.

Erez Law’s founding partner, Jeffrey Erez, Esq., and his team of lawyers and staff have successfully represented thousands of investors over 20 years and have recovered over $100 million for investors. Our approach is focused on preparing for trial from the inception of the case. Although settlements are common place and trials only take place in a minority of cases, we believe in treating each case as though it is going to trial because it very well might. This approach means that we methodically seek to obtain all relevant evidence in the discovery phase of the case. We believe that discovery or obtaining written documentary evidence is the foundation to winning cases at trial. Erez Law’s philosophy is that no stone will go unturned. Cases often hinge on just a few pieces of critical evidence that is only often obtained through aggressive and thorough efforts to obtain all relevant evidence.

Erez Law will always seek to obtain a favorable settlement for its clients. This requires experience obtained from handling thousands of cases, knowledge of the particular case, having performed extensive due diligence with our client and understanding and evaluating the range of potential outcomes at trial. Valuing a case for a client for potential settlement is a critical function that Erez Law always performs and we are committed to providing candid and reasoned advice. Although the decision to resolve a case always belongs to the client, we believe in guiding our clients so that they can make informed decisions that are best suited for them.

Erez Law distinguishes itself by its willingness to try cases and investing the resources needed to prevail. Prevailing at trial against a brokerage firm or other financial services firm is a challenging endeavor. We have developed a winning record at trial by honing the skills needed at trial and by a commitment to the highest level of preparation. Although there is no guarantee for success in litigation, there is a guarantee of no success without a commitment to obsessive preparation and thoughtful trial strategy.

Our proven track record of success at trial is a benefit to our clients for whom we have the privilege of trying cases and for our clients whose cases are settled as well. Brokerage firms and their lawyers carefully evaluate the law firms that represent investors in cases. The highest settlement value will be paid to investors represented by lawyers that have demonstrated the commitment to the case and that are known to try cases effectively.

Erez Law is committed to providing you and your family the finest legal representation to obtain the justice that you deserve.