Haselkorn & Thibaut Launches Investigation into Timothy Jones – PureFi Wealth, LLC – Jacksonville, FL
Are you an investor who worked with Timothy Jones (CRD# 2366513) at PureFi Wealth, LLC in Jacksonville, FL? Haselkorn & Thibaut, a national investment fraud law firm with over 50 years of experience and a 98% success rate, has opened an investigation into customer allegations involving Mr. Jones. If you have concerns about your investment losses, you may be eligible for a free and confidential consultation at 1-888-885-7162. Our mission is to provide support, clarity, and results for investors.
Overview of Timothy Jones and PureFi Wealth, LLC
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Timothy Jones has been a financial advisor in the securities industry since 1994. His most recent firm was PureFi Wealth, LLC, where he served as an Investment Adviser from March 2013. Prior to that, he worked with LPL Financial LLC, Wells Fargo Advisors Financial Network, LLC, and Ameriprise Financial Services, Inc., holding mostly Registered Representative positions.
| Firm | Position | Dates |
|---|---|---|
| PureFi Wealth, LLC | Investment Adviser | 2013-03-25 to Present (Inactive) |
| LPL Financial LLC | Registered Representative | 2007-01-01 to 2013-03-25 |
| Wells Fargo Advisors Financial Network, LLC | Registered Representative | 2001-01-01 to 2007-01-01 |
| Ameriprise Financial Services, Inc. | Registered Representative | 1994-01-01 to 2001-01-01 |
He holds licenses for the Series 7, Series 63, and Series 65 examinations, allowing him to provide investment guidance and advice.
Key Disclosure: Customer Complaint Against Timothy Jones
There is one significant disclosure reported against Timothy Jones, detail as follows:
| Date | Type | Allegation | Resolution |
|---|---|---|---|
| 2022-08-15 | Customer Complaint | The customer alleged that Timothy Jones recommended unsuitable investments, including private placements and business development companies (BDCs). It was further claimed that he misrepresented the associated risks, resulting in losses of approximately $1,000,000 over several years. | Settled |
Why Should Investors Pay Attention?
Unsuitable investment recommendations and risk misrepresentation can seriously impact an investor’s financial well-being. These allegations are critical red flags for anyone who entrusted their assets to Timothy Jones or PureFi Wealth, LLC. The size of the claimed losses and the nature of the investments point to the importance of understanding not just what you are investing in—but also what you are being told.
What Does a “Customer Complaint” Disclosure Mean?
When a disclosure like this appears on an advisor’s record, it signals a serious issue. According to public regulatory records, customer complaints often indicate that a client believed they did not receive appropriate, ethical, or suitable advice. In the case of Timothy Jones, the settlement’s details are private, but the existence of a settled complaint involving such a significant amount is material for prospective and current clients.
To independently view the record, you can visit the official FINRA BrokerCheck site.
Possible Red Flags for Investors
Based on the available information, here are the main red flags for investors:
- Unsuitable investment recommendations – The products recommended may not have fit the customer’s needs or risk tolerance.
- Misrepresentation of risk – Customers may not have received a full, accurate disclosure of possible losses or product complexities.
- Large losses – The complaint involved losses of approximately $1,000,000, underscoring the high stakes for affected clients.
- Choice of products – Private placements and BDCs are often considered higher-risk and less transparent than traditional investments, and may not suit every investor.
- Employment status – Advisor’s registration is currently Inactive, potentially affecting recourse or future business relationships.
Why Contact Haselkorn & Thibaut?
If you or someone you know has experienced losses, or if you’re simply uncertain about recommendations made by Timothy Jones or PureFi Wealth, LLC, you do not need to navigate this alone. Haselkorn & Thibaut has a proven history: more than 50 years of combined experience, a 98% success rate, and millions recovered for clients nationwide. We operate on a strict no recovery, no fee basis—so there is no risk for investors who need guidance and representation.
What You Can Do Now
Don’t wait for uncertainty to become regret. If you were a client of Timothy Jones, we invite you to reach out for a free, confidential consultation. Our attorneys can evaluate your case, explain your options, and answer your questions in plain language. Trust and transparency are at the core of our approach.
Contact Haselkorn & Thibaut at 1-888-885-7162 and get the answers you deserve.
Your Next Steps – Protect Your Interests
- Request copies of your investment statements and transaction records.
- Write down any conversations or meetings you remember with Timothy Jones regarding your investments.
- Consider whether you experienced unexpected losses or received confusing explanations about your portfolio.
- Contact a qualified investment fraud attorney who can analyze your situation—Haselkorn & Thibaut is here to help.
Call 1-888-885-7162 for a free, no-obligation consultation with Haselkorn & Thibaut.
Visit investmentfraudlawyers.com for more information about your rights and options.
Don’t let your financial future remain uncertain. Haselkorn & Thibaut is dedicated to helping investors nationwide recover what they’ve lost due to unsuitable recommendations or misrepresentation.
