Jeffrey Clay Templeman of Norfolk Virginia a stockbroker currently registered with Wells Fargo Advisors has been referenced in a customer initiated investment related written complaint on March 15, 2019 where the customer requested unspecified damages founded on allegations that the customer had been steered by Templeman towards investing in mutual funds without being provided clarity of what she would be invested in.
Templeman has been identified in two additional customer initiated investment related disputes containing allegations of his improper activities while employed by Wells Fargo. Financial Industry Regulatory Authority (FINRA) Public Disclosure reveals that a customer filed an investment related complaint concerning Templeman’s conduct in which the customer sought unspecified damages based upon allegations of misrepresentations concerning three insurance policies purchased by the customer.
Templeman is the subject of another customer initiated investment related written complaint where the customer requested $16,481.27 in damages supported by allegations that the customer was sold variable life insurance without being told about the premium increases in the policy. According to the claim, the sale was misrepresented.
Templeman has been registered with Wells Fargo Clearing Services LLC since July 1, 2015.
