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Clason, 39, began working with an unnamed 73-year-old investment client in about 2015; this client had at least five investment accounts with Clason and opened a joint bank account with him in January 2018. At this point, Clason concocted a scheme to defraud the elderly client.  The joint bank account had been funded with money from the client’s investment accounts, and the client believed the money would be used for her benefit. Starting at some point in 2018 through August 2020, Clason made more than 60 electronic transfers from the client’s investment accounts into the joint bank account totaling more than $668,000. In its civil action, the SEC argued that Clason “cultivated a personal relationship” with the unnamed victim the commission referred to as “Client 1,” driving her to appointments and running errands.

United statesMatthew clasonLincoln financial advisorsIntegrated wealth conceptsஒன்றுபட்டது மாநிலங்களில்மேத்யூ கிளாசன்ஒருங்கிணைந்த செல்வம் கருத்துக்கள்