Free Case Evaluation

(888) 998-0520
No recovery, no fee or costs.*
Home Practice Areas Attorneys Representative cases FAQ Arbitration Blog Legal Disclaimer Our Offices Investigations

Home

Broker Fraud

Jean Walsh-JosephsonInvestment Fraud Involving Elderly Clients

PRACTICE AREAS
Investment fraud lawyers
Broker Misconduct

Jean Walsh-JosephsonInvestment
Fraud Involving Elderly Clients
May 10, 2016

Ponzi Schemes

Alternative Investments
Shareholder Litigation

RECENT POSTS
Jean Walsh-Josephson
Investment Fraud
Involving Elderly Clients
May 10, 2016
MetLife Misleading
Annuity Customers May 4,
2016

TELL US ABOUT YOUR

CASE

Jean
WalshJosephson
Allegedly
Stole
$4
Million
from
Elderly Clients
over Past Ten
Years

Private Placements

Jean
WalshJosephson,
a
longtime Oshkosh
nancial adviser
for Thrivent Financial for Lutherans, allegedly stole $4 million
from elderly clients over the past 10 years, according to a
Wisconsin civil action dated April 21 currently under review by
attorneys Alan Rosca and Joe Peiffer.
Walsh-Josephson, who is looking at more than 20 criminal

Save web pages as PDF manually or automatically with PDFmyURL

Search ...

Your Name
Your Email
Your Phone
Your Message

Security code:

Send Message

Lance E. Slater
Acceptance of a Customer
Loan April 9, 2016
James A. Torchia
Ongoing Investment Fraud
Involving Promissory
Notes and Life Settlement
Contracts, Ponzi Scheme
April 8, 2016
Kevin J. Kuhlow
Unapproved Investment
April 7, 2016
David Paul Eller
Undisclosed Outside
Business Activities March
28, 2016
Eric C. Erb Photocopying
Signature Pages to Open
Three Customer Accounts
March 27, 2016
American Growth Funding
II LLC and Ralph Johnson
Financial Fraud Charges
March 23, 2016
Daniel Irvin McCourt
Private Securities
Transactions without
Proper Notice February 23,
2016
Wayne Anthony Schultz
Failure to Provide
Information and

Walsh-Josephson, who is looking at more than 20 criminal

charges of forgery, theft and resisting an ocer in Winnebago
and Outagamie counties, and also had her insurance license
taken away, according to the aforementioned state civil action.
The Peier Rosca Wolf securities lawyers are currently
investigating Jean Walsh-Josephsons alleged theft of $4 million
from elderly clients.

MoneyLife Interview
with Joe Peiffer:

Jean Walsh-Josephson Ordered to Pay More than

$1,500,000 in Civil Fines and Restitution Following
Accusations She Allegedly Stole $4 million from
Elderly Clients over Past Ten Years; Clients
Literally Came to Walsh-Josephson with Buckets of
Cash

Your browser does not

support the audio element.

Jean Walsh-Josephson was ordered to pay more than

$1,500,000 in civil nes and restitution at the start of numerous
legal actions based on accusations she allegedly stole $4 million
from elderly clients over the past 10 years, according to a the
Wisconsin civil action dated April 21 currently under review by
attorneys Alan Rosca and Joe Peiffer.

Alan L. Rosca

Jean Walsh-Josephson, in one example, had a 70-year-old

widower in September 2010 walk into her oce with two vegallon buckets of cash, adding up to $302,399, which he wanted
to buy an annuity, live o the interest, and donate the principal
to charity, the aforementioned civil action notes.
Jean Walsh-Josephson, rather than investing the money,
allegedly gave him a fake receipt, pocketed the cash and sent
him checks from a bank with the word Thrivent in its name, of
$974.76 monthly for 49 months, said civil action reports. Finally,
Walsh-Josephson also allegedly sold said investor a phony
funeral policy for $5,000, according to the nal order and
decisions findings.

Securities Lawyers Investigating

Save web pages as PDF manually or automatically with PDFmyURL

ATTORNEYS
Joseph C. Peiffer

Adam B. Wolf
Daniel J. Carr
Jason J. Kane
James P. Booker

TOPICS
Annuities
Attorneys
Bitcoin
Blog
ETFs
Insurance Fraud

Documents February 22,

2016
Grapevine, United
Development Funding IV
Ponzi Scheme Allegations
February 21, 2016
United Development
Funding IV Ponzi
Scheme Allegations
February 19, 2016
George W. Montgomery
Ponzi Scheme February 11,
2016

The Peier Rosca Wolf securities lawyers often represent

investors who lose money as a result of alleged investment
misconduct, and are currently investigating Walsh-Josephsons
alleged investment fraud involving elderly clients. They take
most cases of this type on a contingency fee basis and advance
the case costs, and only get paid for their fees and costs out of
money they recover for their clients.
Investors who believe they lost money as a result of WalshJosephsons alleged investment fraud involving elderly clients
may contact the securities lawyers at Peier Rosca Wolf, Alan
Rosca or Joe Peier, for a free no-obligation evaluation of their
recovery options, at 888-998-0520.
Alan Rosca (821 Posts)
Alan is a securities lawyer. He also teaches Securities Regulation at
the Cleveland-Marshall College of Law. He focuses his legal practice
on complex commercial and financial litigation and arbitration,
particularly in the areas of securities and investment fraud. His office
is in Cleveland, Ohio.

Sheldon J. HarberPrivate
Securities Transaction in a
Private Company February
3, 2016
Christopher Veale
Churning Customer
Accounts, Excessive
Trading February 2, 2016
Chad Deucher, CEO of
Marquis Properties, LLC
Investment Scheme, Ponzi
Scheme February 1, 2016
Richard Clatfelter,
Executive Vice President
of Marquis Properties, LLC
Investment Scheme,
Ponzi Scheme January 31,
2016

Penny Auction
Unauthorized Trading
Unsuitable Investments

Broker Fraud
Arista

Broker-Dealers
B.C. Ziegler
Credit Suisse Securities
LPL Financial
Merrill Lynch
Merriman Capital

Like

Newport Coast
Securities
Success Trade

Related posts:
Former Broker Randy Schneider Sentenced to Prison
Daniel Kasbar- Engaged in Outside Business Activity and Refused
to Cooperate with Investigation
John D Kavaler- Unsuitable Investment Recommendations
MetLife Misleading Annuity Customers

CFTC
Class Action Lawsuits
Collateralized loan
obligations
Featured

In our legal system, every person is innocent until and unless

found guilty by a court of law or a tribunal. Whenever we
reference allegations or charges that are alleged, such

Save web pages as PDF manually or automatically with PDFmyURL

Financial Advisers
Financial Service Firms

Hans Peter Black,

Interinvest Corp.Fraud,
Penny Stock Scam January
30, 2016
Equity Trust Co., Ephren
TaylorIgnoring Red
Flags for Accounts Later
Deemed Fraudulent,
Alleged Ponzi Scheme
January 29, 2016
Larry Werbel Criminally
Indicted for His Alleged
Role in VGTel Scheme,
Investigated by Securities
Lawyers January 12, 2016

allegations or charges have not been proven, and are merely

accusations, not ndings of fault, as of the date of the blog. We
do not have, nor do we undertake, a duty to continue to monitor
or follow cases about which we report, and/or to publish
subsequent blogs regarding various developments that may
occur in such cases. Readers are encouraged to conduct their
own research regarding any such cases and any developments
that may or may not have occurred in such cases.

Financial Service Firms

LPL Financial
UBS
Wells Fargo

FINRA
Foreign Currency Scam

Tags: Alan Rosca, investment fraud attorneys, Jean WalshJosephson, Jean Walsh-Josephson complaint, Jean WalshJosephson investors, Jean Walsh-Josephson lawsuit, Jean WalshJosephson losses, Jean Walsh-Josephson scheme

Fraudulent Trading
Inadequate Supervision
Insider Trading
Investment Advisers
Investment Securities
Investor Fraud
IPOs
Miscellaneous
Municipal Bonds
Ponzi Scams
Promissory Notes
Pump and Dump Scams
REITs
SEC
SEC Enforcement

Save web pages as PDF manually or automatically with PDFmyURL

Securities Fraud
Senior Investors
Stock-Loan Fraud Scams
Stockbroker Regulation
Tenant-In-Common
Exchanges
Thompson National
Properties
Unregistered Securities
Variable Annuities

FIND US BY MAP

LATEST ARTICLES

CONTACT DETAILS

Jean Walsh-JosephsonInvestment Fraud Involving

Elderly Clients May 10, 2016

New Orleans Head Office:

201 St. Charles Avenue Suite
4610
New Orleans, Louisiana
70170-4610

MetLife Misleading Annuity Customers May 4, 2016

Lance E. SlaterAcceptance of a Customer Loan April
9, 2016
James A. Torchia Ongoing Investment Fraud
Involving Promissory Notes and Life Settlement
Contracts, Ponzi Scheme April 8, 2016

Cleveland Office:
1422 Euclid Avenue Suite
1610
Cleveland, OH 44115

Kevin J. KuhlowUnapproved Investment April 7, 2016

David Paul EllerUndisclosed Outside Business
Activities March 28, 2016
Eric C. Erb Photocopying Signature Pages to Open
Three Customer Accounts March 27, 2016

San Francisco Office:

4 Embarcadero Center, Suite
1400
San Francisco, CA 94111
New York Office:

Save web pages as PDF manually or automatically with PDFmyURL

American Growth Funding II LLC and Ralph Johnson

Financial Fraud Charges March 23, 2016
Daniel Irvin McCourtPrivate Securities Transactions
without Proper Notice February 23, 2016

New York Office:

15 Fishers Road, Suite 202
Pittsford, NY 14534
Phone:
T (888) 998-0520
T (504) 523-2434
F (504) 523-2464

2013. *Whenever permitted by the applicable jurisdiction's rules. Some jurisdictions mandate that the client always pays the case
expenses. In cases where we associate with local co-counsel, we will typically act as primary counsel. Occasionally, it is possible that the cocounsel will take the leading role. Whenever that is the case, we will obtain the client's advance, written permission. Each case is dierent
and prior successes are not indicative of future results. Our rms areas of practice do not state or imply that our lawyers hold certications
or are specialists or experts in any particular areas of law, or that are necessarily any more expert or competent than other lawyers. All
potential clients are strongly urged to make their own independent investigation and evaluation of any lawyer being considered, before
making the decision to retain counsel. The determination of the need for legal services and the choice of a lawyer are extremely important
decisions. Individuals in need of an attorney should not make such determination and choice solely based upon advertisements,
certication, specialization or self-proclaimed expertise. This site may be deemed to contain attorney advertising. Prior results cannot and
do not guarantee or predict a similar outcome with respect to any future matter, including yours, in which a lawyer or law rm may be
retained. The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual
advice regarding your case. We handle nancial fraud cases in most states. However, our rm's lawyers are not admitted to practice law in
every state. Please check each individual attorney's page for information about his admissions. In those jurisdictions in which our rm's
lawyers are not admitted to practice, we will associate with local co-counsel to assist with the matter, at no additional cost to our clients,
whenever permitted or required by the respective jurisdiction. Although our lawyers have experience handling various types of cases, none
has been certied as an expert or specialist in any area of the law by any accrediting or licensing authority or by any bar association. Please
check the "Legal Disclaimers" page for important disclaimers.

Save web pages as PDF manually or automatically with PDFmyURL