Matasar Jacobs regularly represents financial advisors in disputes with former firms over promissory note repayment terms, enforcement, and the legality of the notes themselves. These matters often overlap with non-solicitation agreements and other employment restrictions, creating high-stakes, complex disputes. We advocate for our clients’ interests at every stage to minimize financial burden and protect their careers.

Matasar Jacobs has assisted numerous clients in:

• Negotiating repayment terms to modify, extend, or restructure notes;
• Resolving disputes over repayment timing, penalties, or breach allegations;
• Defending clients in court or FINRA arbitration and pursuing counterclaims when necessary; and
• Proactively negotiating payoff terms during transitions to new firms.

Promissory note disputes can place significant stress on financial advisors and threaten both financial stability and professional standing. We work aggressively to achieve fair resolutions that reduce disruption and safeguard our clients’ futures.