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Florida grandma heats up $10 million legal fight against former J.P. Morgan brokers – her grandsons

Published: March 1, 2022

The grandsons lost a bid to force Beverley Schottenstein to negotiate a FINRA award in her favor.

Source: financial-planning.com

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Grandma wins $19 million case against J.P. Morgan and 2 advisors (her grandsons)

Published: February 10, 2021

Beverley Schottenstein accused the bank and the brokers of unauthorized trading of “multiple auto-callable structured notes and various other securities,” among other alleged misconduct.

Source: accountingtoday.com

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