Jerry Wade
Expert Consultant at Capital Forensics, Inc., A Part Of J.S. Held
Based in Plano, United States
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Seniority
Manager
Department
General Business & Management
Location
Plano
Industry
Financial Services
Company size
19
Contact information
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j•••••••@capitalforensics.com
Phone
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Background
About Jerry Wade
Since 1975, Jerry Wade has been an Attorney and General Counsel in the financial services industry, and has held a number of regulatory licenses. Jerry has been involved in all aspects of compliance, legal and regulatory practices, including the regulatory-required training of Financial Advisors. Jerry has extensive experience in the oversight and resolution of all disputes, including those with customers, other financial services firms, Associated persons and regulatory inquiries and actions. Capital Forensics, Inc.(CFI) helps financial institutions and their legal advisors avoid and resolve complex, high-stakes legal and regulatory challenges. CFI’s major practice areas include: Expert Testimony & Litigation Support • Regulatory Consulting • Big Data Mining & Quantitative Analysis • Forensic Accounting • Arbitration Tools • Early Dispute Resolution • Employment Disputes. Since 1993, CFI has helped clients to achieve thousands of successful case resolutions and regulatory inquiries.
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