Public records published by the Financial Industry Regulatory Authority (FINRA) and accessed on January 8, 2018 indicate that Massachusetts-based Morgan Stanley broker Jonathan Lonske has received several resolved or pending customer disputes. Fitapelli Kurta is interested in hearing from investors who have complaints regarding Mr. Lonske (CRD# 2594921).
Jonathan Lonske has spent 21 years in the securities industry and has been registered with Morgan Stanley in Boston, Massachusetts since 2009. Previous registrations include Citigroup Global Markets in Boston, Massachusetts (2008-2009); Morgan Stanley & Company in Boston, Massachusetts (2007-2008); Morgan Stanley DW in Boston, Massachusetts (2001-2007); UBS Painewebber in Weehawken, New Jersey (1999-2001); Merrill Lynch in New York, New York (1996-1999); and Gruntal & Company in New York, New York (1996). He has passed four securities industry examinations: Series 65 (Uniform Investment Adviser Law Examination), which he obtained on July 23, 1996; Series 63 (Uniform Securities Agent State Law Examination), which he obtained on February 23, 1996; Series 31 (Futures Managed Funds Examination), which he obtained on October 21, 2002; and Series 7 (General Securities Representative Examination), which he obtained on February 12, 1996. He is a registered broker with 26 US states and territories.
According to his BrokerCheck report, he has received three customer complaints and two pending customer complaints.
In October 2017 a customer alleged Jonathan Lonske, while employed at Morgan Stanley Smith Barney, recommended unsuitable investments in unit investment trust products, structured products, and closed-end funds. The customer is seeking unspecified damages in the pending complaint.
In October 2017 a customer alleged Jonathan Lonske, while employed at Morgan Stanley Smith Barney, recommended unsuitable investments in structured products, hedge funds and other products. The customer is seeking $8,081,931 in damages in the pending complaint.
In 2016 a customer alleged Jonathan Lonske, while employed at Morgan Stanley, misrepresented material facts in connection to structured notes products. The complaint settled for more than $36,100.
In 2011 a customer alleged he, while employed at Morgan Stanley, made misrepresentations in connection to a recommended mutual fund product. The complaint settled for $50,000.
In 2001 a customer alleged he, while employed at UBS Painewebber, made unsuitable investment recommendations and misrepresentations of material facts. The complaint settled for $2,500.
If you or someone you know has lost money investing with Jonathan Lonske, call the experienced attorneys at Fitapelli Kurta at 877-238-4175 for a free consultation. You may be eligible to recoup your losses. Fitapelli Kurta accepts all cases on a contingency basis: we only get paid if and when you collect money. Time to file your claim may be limited by law, so we encourage you to avoid delay. Call 877-238-4175 now to speak to an attorney for free.