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REIT Loss Options for Clients of Former Concorde Investment Services, LLC Broker Joel Woods

Jeff Erez | May 27, 2025 | Real Estate Investment Trusts Blog

Concorde Investment Services

Erez Law is currently investigating former Concorde Investment Services, LLC broker Joel Woods (CRD# 1470780) regarding real estate investment losses. He was registered with LPL Financial LLC in Fort Worth, Texas, from 2021 to 2024, Concorde Investment Services, LLC in Fort Worth, Texas, from 2016 to 2021, and Edi Financial, Inc. in Ft. Worth, Texas, from 2005 to 2016.

Joel Woods Customer Complaints

He has been the subject of five customer complaints between 2010 and 2024, two of which were closed without action, according to his CRD report. The most recent complaints were regarding:

December 2024. “The claim alleges unsuitability, breach of fiduciary duty, negligence, negligent hiring, and breach of contract based on investments made in 2017.” The customer is seeking $750,000 in damages, and the case is currently pending. The complaint was regarding real estate investment trust (REIT) losses, and it took place while he was registered with Concorde Investment Services, LLC.

July 2021. “Claim is alleging suitability, negligence and misrepresentation, regarding to investment made in October of 2017.” The customer sought $50,000 in damages, and the case was settled for $27,600. The complaint was regarding direct investments, and it took place while he was registered with Concorde Investment Services, LLC.

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, Concorde Investment Services, LLC may be liable for investment or other losses suffered by Joel Woods’ 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.

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