The Securities Lawyers at Halling & Cayo, S.C. are intersted in talking to customers that believe that they may have potential claims against David Lee Jerke (CRD#5129935) related to securities recommended or sold to you. Previously Reported Complaints include:
Claim(s) Made Against David Lee Jerke:
Claim Date: 9/12/2025
“The client alleges the advisor offered (selling-away) and the client agreed to an off-platform cryptocurrency investment 11/1/2024-9/26/25”
This claim, as of this posting, is currently Pending with a claim amount of $100,000.00 .
Claim Date: 3/12/2025
“POA for client was approached by FA Jerke for an “investment opportunity“ that could be lucrative, however he was in need of $200k. POA agreed to lend the funds to FA Jerke and he processed a transfer from client‘s LPL account to his personal bank account. Funds were lost to a scammer/fraudster. LPL settled with client/POA to make the client whole.”
This claim, as of this posting, is currently Settled with a claim amount of $200,000.00 .
The investor was paid $200,000.00 by the brokers’ firm.
