Options for Clients of J.W. Cole Financial, Inc. Broker Anthony Lofaso

J.W. Cole Financial

J.W. Cole FinancialErez Law is currently investigating J.W. Cole Financial, Inc. broker Anthony Lofaso (CRD# 711251) regarding insurance losses. He has been registered with J.W. Cole Financial, Inc. in West Palm Beach, Florida since 2014. 

Anthony Lofaso Customer Complaints

He has been the subject of two customer complaints between 2006 and 2022, according to his CRD report. The most recent complaint was regarding:

March 2022. “Beneficiary of an insurance policy, that lapsed prior to death of the insured, claims the representative failed to properly advise the beneficiary of her rights and available remedies in getting the policy reinstated.” The customer sought $1 million in damages and the case was settled for $995,416. The complaint was regarding insurance losses. 

Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, J.W. Cole Financial, Inc. may be liable for investment or other losses suffered by Anthony Lofaso’s customers.

Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.

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Author: Jeffrey Erez

The founder of Erez Law, Jeffrey Erez, focuses exclusively on securities arbitration and litigation. Mr. Erez passionately believes in representing aggrieved investors and obtaining justice for his clients through litigation.