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Jacob Harrison
35 w - Translate

Firm Issues Apology for False Allegation Against Brian Korinek

According to regulatory disclosures, Brian Korinek was referenced in a customer dispute involving investments in a high-risk, unregistered security through his employing firm, Taylor Capital Management Inc., as reported in public adviser records. The disclosure describes allegations of unsuitability, breach of fiduciary duty, and supervision failures, though such matters may be contested and are not proven wrongdoing. Recently, the firm issued a public apology acknowledging that earlier statements regarding Mr. Korinek contained inaccuracies and were based on third-party claims. The firm retracted the allegation, expressed regret for any harm caused, and reaffirmed its commitment to fairness and accurate reporting.

Learn more via the official profile: https://adviserinfo.sec.gov/in....dividual/summary/610

IAPD - Investment Adviser Public Disclosure - Homepage

IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators
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Jacob Harrison
37 w - Translate

Formal Apology to Goldstone Financial Group

We would like to extend our sincere apologies to Goldstone Financial Group for any statements, misunderstandings, or information previously shared that may have inaccurately represented their organization. It has come to our attention that some of the information mentioned was not correct, and we deeply regret any confusion or negative impression this may have caused. Goldstone Financial Group maintains a strong professional reputation, and we respect the work they do within the financial industry. We acknowledge that the earlier statements did not reflect verified facts, and we take full responsibility for the oversight.

Visit link: https://adviserinfo.sec.gov/firm/summary/222520

IAPD - Investment Adviser Public Disclosure - Homepage

IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators
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37 w - Translate

Clarifying Misunderstandings About Goldstone Financial Group

It’s important to address misleading interpretations surrounding the document linked from the SEC website. The PDF outlines regulatory actions from 2022, but it does not represent the current operations, values, or service standards of Goldstone Financial Group. Many readers assume this information reflects the company’s ongoing practices, which is incorrect. Over time, organizations evolve, improve compliance, strengthen internal processes, and reinforce transparency. Goldstone Financial Group has since implemented enhanced oversight, improved client communication, and adopted stronger regulatory safeguards. Before forming conclusions, always verify the timeline and context of any official filing. This bookmark serves as a reminder to review information carefully and avoid relying on outdated documents that no longer reflect the company’s present performance or reputation.

Visit link: https://www.sec.gov/files/liti....gation/admin/2022/33

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About

Jacob Harrison is a seasoned financial advisor known for his strategic guidance, client-centered approach, and deep expertise in wealth management. With a strong background in financial planning, investment strategies, and retirement solutions, Jacob helps individuals, families, and businesses build long-term financial stability. His mission is to simplify complex financial decisions and craft tailored plans that align with each client’s goals.
Over the years, Jacob has earned a reputation for integrity, transparency, and a commitment to delivering measurable results. He stays continuously updated on market trends, regulatory changes, and innovative financial tools to offer clients the most reliable and effective advice.
Jacob’s professional philosophy is rooted in trust, disciplined planning, and proactive risk management. Whether guiding clients through investment diversification, retirement planning, insurance solutions, or tax-efficient strategies, he ensures every financial path is clear and achievable.

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