Haselkorn & Thibaut has opened an investigation into Jeffrey Lewis Eglow (CRD #1299960), a Boca Raton, FL-based financial advisor currently registered with Newbridge Securities Corporation. If you have concerns about your investments, now is the time to seek help. Haselkorn & Thibaut is a national investment fraud law firm with over 50 years of combined experience, a 98% success rate, and millions recovered for clients. There are no fees unless we recover your losses. Don’t hesitate—call 1-888-885-7162 for a free, confidential consultation today.
Who is Jeffrey Lewis Eglow?
Table of Contents
Jeffrey Lewis Eglow is a registered broker and investment advisor with 29 years of industry experience. He is based in Boca Raton, Florida, and currently works with Newbridge Securities Corporation, as well as its affiliate, Newbridge Financial Services Group, Inc. Eglow holds registrations in multiple states, including Florida, New York, New Jersey, Arizona, and Texas.
- CRD Number: 1299960
- Current Broker-Dealer: Newbridge Securities Corporation (CRD# 104065), Boca Raton, FL
- Also Registered With: Newbridge Financial Services Group, Inc. (CRD# 130814)
- Years of Experience: 29
- Total Firms Worked At: 11
Key Findings from Public Records and Disclosures
When selecting a financial advisor, it is critical to review their regulatory background. Jeffrey Eglow’s BrokerCheck record shows 9 disclosures, including customer complaints, a bankruptcy, and a criminal matter. Understanding these disclosures can help investors make informed decisions and potentially avoid future financial headaches.
Table: Summary of Disclosures (As of December 2025)
| Disclosure Type | Count | Status | Notable Allegations | Total Settlement Amount |
|---|---|---|---|---|
| Customer Disputes | 7 | 6 Settled, 1 Denied | Breach of fiduciary duty, negligence, misrepresentation | $419,463.73 |
| Personal Bankruptcy | 1 | Discharged | 2019 Bankruptcy, personal financial issues | N/A |
| Criminal Matter | 1 | Misdemeanor (not investment-related) | Defiant trespassing (2003, unrelated to clients) | N/A |
Complete List of Complaints and Disclosures
For transparency, here’s a detailed breakdown of client disputes and other reportable events involving Jeffrey Lewis Eglow:
-
Customer Dispute (Nov 12, 2024):
Status: Settled
Allegations: Breach of fiduciary duty, negligence, breach of contract
Settlement: $80,000 -
Customer Dispute (Jun 22, 2022):
Status: Settled
Allegations: Breach of contract, negligence, breach of fiduciary duty, violation of state securities statutes
Settlement: $55,000 -
Customer Dispute (May 31, 2022):
Status: Settled
Allegations: Negligence, breach of fiduciary duty
Settlement: $117,500 -
Customer Dispute (May 19, 2017):
Status: Settled
Allegations: Overcharging for trades
Settlement: $48,758 -
Customer Dispute (Jul 25, 2016):
Status: Settled
Allegations: Over-concentration in certain securities, improper ETF holdings, losses
Settlement: $115,000 -
Customer Dispute (Sep 4, 2015):
Status: Denied
Allegations: Improper annuity transfers and fees
Settlement: N/A (Denied) -
Customer Dispute (Mar 30, 2015):
Status: Settled
Allegations: Misrepresentation regarding variable annuities
Settlement: $3,205.73 -
Financial Disclosure (May 24, 2019):
Description: Personal bankruptcy (discharged) -
Criminal Disclosure (Oct 29, 2003):
Original Charge: Theft of property (not investment-related)
Final Outcome: Reduced to petty disorderly conduct, pled guilty
Key takeaway: These complaints span both recent and past years, with several occurring in 2022 and 2024, signaling ongoing challenges regarding customer satisfaction.
What are the Red Flags for Investors?
Choosing an advisor is about trust—knowing your interests come first. When reviewing Jeffrey Eglow’s record, here are several red flags to consider:
- Multiple Customer Complaints: Eglow has seven customer disputes, most of which resulted in settlements, including several in the past three years.
- Serious Allegations: The most frequent claims are breach of fiduciary duty, negligence, and misrepresentation—serious issues for investors affected by unsuitable advice or improper recommendations.
- Significant Settlement Amounts: Over $419,000 has been paid out across multiple complaints. This is well above industry averages and can be an indicator of higher-than-usual customer dissatisfaction.
- Bankruptcy Disclosure: A personal bankruptcy was filed and discharged in 2019. While this can happen for many reasons, it is a factor to weigh alongside the advisor’s management of your investments.
- Criminal Disclosure: Although not investment related, the criminal event from 2003 is something to be aware of when considering overall advisor transparency and conduct history.
Every situation is unique, but multiple and recent complaints as well as high settlement amounts should make any investor pause.
How to Protect Your Investments
It’s not uncommon for advisors to deny wrongdoing, and Mr. Eglow’s answers generally state that clients were informed of risks, or that settlements were made by the firm for cost reasons and not in acknowledgment of customer harm. Still, the facts remain: customers received compensation, and the allegations were serious.
Has
