Did you lose money investing with Oppenheimer & Co. Inc. broker Jorge Montealegre (CRD# 1799139)? He has been registered with Oppenheimer & Co. Inc. in Coral Gables, Florida, since 2007.
Jorge Montealegre Customer Complaints
He has been the subject of seven customer complaints between 2007 and 2026, six of which were denied, according to his CRD report:
July 2026. “Claimant alleges she suffered losses because of an unsuitable investment strategy and alleges claims for negligence, material misrepresentations and omissions, negligent misrepresentation, fraud, violations of FINRA Rules and breach of contract. From 9/2010 – 6/2026.” The case is currently pending. The complaint was regarding bonds and fixed-income investments.
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, Oppenheimer & Co. Inc. may be liable for investment or other losses suffered by Jorge Montealegre’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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