Morgan Stanley Broker Jack Wong Accused of Unsuitable Investment Losses

Morgan Stanley

Erez Law is interested in speaking with investors who may have suffered losses due to investments with Morgan Stanley broker Jack Wong (CRD# 4210410). He has been registered with Morgan Stanley in Mountain View, California, since 2011.

Jack Wong Customer Complaints

He has been the subject of three customer complaints between 2006 and 2025, one of which was closed without action, according to his CRD report. The most recent complaint was regarding:

February 2025. “Claimant alleges, inter alia, unsuitability with respect to investments in managed accounts- June 2021 to September 2023.” The case is currently pending. The complaint was regarding managed and wrap accounts.

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, Morgan Stanley may be liable for investment or other losses suffered by Jack Wong’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.