In the complex world of investments, senior citizens who have placed their trust and resources with First Republic Securities Company (now JP Morgan Chase), especially in private REITs like The TW Tax Advantage Fund, L.P., deserve a champion who combines legal prowess with a deep understanding of the financial landscape. This is where David Harrison, Esq., and his esteemed team at the Law Offices of David Harrison, P.C., step in - to guide, protect, and fight for your investment rights with unparalleled dedication.

Private REITs, as alternative investment options, promise diversification and potential for attractive returns. However, they are not without their dangers and complexities, as highlighted by FINRA through its Notice to Members. These risks include opaque operations, limited liquidity, and significant loss potentials, making it imperative for investors to tread cautiously. The allure of high returns should be carefully balanced against these substantial risks, underlining the need for astute legal and financial guidance.

Navigating the regulatory maze is critical for safeguarding your investments. FINRA’s Rules - 2111 (Suitability), 3110 (Supervision), and 2090 (Know Your Customer) - are designed to protect investors from unsuitable advice, ensure firms have robust supervisory systems, and mandate thorough understanding of every customer's financial situation. Understanding and leveraging these rules can be your bulwark against potential misadventures in the investment world.

David Harrison, Esq., is not just any attorney; he is a seasoned warrior in the battlefield of securities arbitration and litigation, representing clients with vigor before FINRA, state, and federal courts. His credentials are impeccable: a proud member of the Public Investors Arbitration Bar Association, a FINRA arbitrator, a University of Southern California alumnus with a Bachelor of Science in Finance, and a seasoned veteran of the legal and financial industries. From his early days as a Series Seven licensed representative at Shearson Lehman Brothers to his impactful tenure as an assistant district attorney in New York City, Mr. Harrison brings a wealth of experience and insight. His work at Morgan Stanley Dean Witter, defending against allegations of stockbroker fraud, and his contributions to the legal field, including clerking for the Honorable Joseph Reichmann, have equipped him with a unique perspective on both the defense and prosecution sides of the law.

David Harrison's journey is one of commitment to justice and excellence. His insights have been sought after by top media outlets like Money Magazine, USA Today, and the Los Angeles Times, showcasing his expertise and respected voice in the realm of securities law.

When it comes to protecting your investments with First Republic Securities Company, especially in complex vehicles like private REITs, David Harrison, Esq., and the Law Offices of David Harrison, P.C., are not just your legal representatives; they are your strategic partners, advocates, and protectors. With David Harrison by your side, you can navigate the investment landscape with confidence, knowing that your financial future is in the hands of a seasoned expert who fights tirelessly for your rights and interests.

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Office Location

  • Beverly Hills Office


    9454 Wilshire Boulevard
    Suite 820
    Beverly Hills, California 90212