Financial advisors and teams across the country regularly retain Matasar Jacobs when they are sued by former firms seeking to shut down a competing business or recover money damages. We have extensive experience defending advisors against claims involving non-solicitation and non-compete agreements, as well as allegations of misappropriating confidential customer or firm information. These cases are high-stakes and can threaten both income and long-term careers.

Our attorneys are skilled in responding to former employers’ efforts to obtain emergency Temporary Restraining Orders and Permanent Injunctions aimed at freezing new business. We represent clients in FINRA arbitrations, state and federal courts nationwide, and other forums where these disputes arise.

While we are prepared to try cases when necessary, we also pursue negotiated settlements that align with our clients’ business and strategic goals. Whatever the nature of the claims, our priority is to minimize personal risk and deliver results that allow clients to move forward with their practices.