Los Angeles, CA – November 25, 2025 – Chetan Patil of Patil Law, P.C., a securities fraud attorney, is investigating Jason Michael Juhl (CRD# 5775449), a former broker with Cetera Advisor Networks LLC. According to FINRA records, Juhl faces 1 pending customer complaint alleging unsuitable investment recommendations involving a variable annuity surrender, with alleged damages of $98,620.
The pending complaint, filed in November 2025, alleges that Juhl made an unsuitable recommendation for the client to surrender his Jackson National Life Insurance Company annuity, resulting in $98,620 in unexpected tax consequences. The complaint further alleges that Juhl recommended the client open a line of credit to pay the tax liability, despite the client being previously debt-free. The activities allegedly occurred while Juhl was employed at Carson Wealth. The written complaint is currently pending.
According to FINRA records, Jason Michael Juhl has 12 years of experience in the securities industry. Based in West Des Moines, Iowa, he was registered as a broker with Cetera Advisor Networks LLC from August 2020 to February 2024. His previous registrations include U.S. Bancorp Investments, Inc. (January 2016 – August 2020) and Wells Fargo Advisors, LLC (March 2013 – February 2016). Juhl has passed the Series 7, Series 66, and SIE examinations. He is currently employed as a Partner and Wealth Advisor with Carson Wealth and as an Investment Advisor Representative with CWM, LLC.
Patil Law, P.C. is currently investigating claims on behalf of investors who were recommended unsuitable or high-risk investments by Jason Juhl, including unsuitable annuity surrenders or transactions that resulted in unexpected tax consequences. Our firm has over 15 years of experience representing investors in FINRA arbitration and securities litigation, with more than $25 million recovered for clients across 1,000+ cases.
We provide a free, confidential consultation to review your potential claim. Our firm works on a contingency fee basis, meaning you pay no attorney fees unless we successfully recover money for you. We represent individual investors and families nationwide.
If you suffered losses related to Jason Juhl’s alleged unsuitable recommendations or annuity advice, you may be entitled to compensation. However, time is limited—FINRA arbitration claims generally must be filed within six years of the incident.
Contact Patil Law, P.C. today at 800-950-6553 or email info@patillaw.com for a free case evaluation. Don’t let time run out on your right to recover your losses.
The information in this post is based on FINRA BrokerCheck records and public filings. Allegations described are pending or unproven and may be contested. All investors are entitled to fair treatment under securities laws. This is attorney advertising. Prior results do not guarantee a similar outcome. This communication is for informational purposes only and does not create an attorney-client relationship.
