Ross Jacobs

J.S. Held’s Inaugural Global Risk Report Examines Potential Business Risks & Opportunities in 2024

Read More close Created with Sketch.

Ross is a Financial Investigations Consultant at J.S. Held. Ross provides supporting analysis for dispute resolution, forensic analyses, and damage assessment. Using hypothetical scenarios such as what if held and benchmark comparison analyses, Ross can assess possible damages and notable quantitative facts in broker-dealer and investment advisory litigation cases. Ross also works with counsel in regulatory investigations by assessing actions of parties under investigation and determining possible damages.

Ross consults in matters of forensic analyses and damage assessments, examining key metrics such as investment performance, asset concentration, turnover, and client costs, that help determine strategy leading up to and through the conclusion of each case. Ross works as part of a team that provides quantitative assistance to counsel to determine legal strategies and potential customer damages stemming from potential broker misconduct. Examples of these matters have issues involving theft, suitability, churning, negligence, and a variety of issues related to margin

Key Expertise

  • Securities Litigation
  • Dispute Resolution
  • Damage Assessment & Evaluation
  • Regulatory & Internal Investigations