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Florida grandma heats up $10 million legal fight against former J.P. Morgan brokers – her grandsons

The grandsons lost a bid to force Beverley Schottenstein to negotiate a FINRA award in her favor. ....

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JPMorgan Ex-Brokers Fight Grandma in Court, Seeking Her Silence

Ninety-five-year-old grandmother spars with two of her grandson over FINRA award payout, refuses to sign gag order. ....

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Bilked wealthy Grandma reaches secret deal with two former JPM brokers — her grandsons

Bilked wealthy Grandma reaches secret deal with two former JPM brokers — her grandsons
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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Schottenstein grandsons found liable for mistreating grandmother

Beverley Schottenstein isn’t exactly sure when she suspected her grandsons were cheating her.
Perhaps it was when they shredded her bank statements. Or maybe it was when she discovered they had created an email account in her name. Or when she noticed hundreds of thousands of dollars spent from her account.
But by the end of 2018, Schottenstein, a member of one of central Ohio’s most prominent families, was confident something was wrong.
The following year, she made the momentous decision to take action against her own family members, grandsons Evan and Avi Schottenstein, and their employer, JPMorgan Securities, for mishandling an account worth more than $80 million. ....

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Grandma wins $19 million case against J.P. Morgan and 2 advisors (her grandsons)

Beverley Schottenstein accused the bank and the brokers of unauthorized trading of “multiple auto-callable structured notes and various other securities,” among other alleged misconduct. ....

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