Christopher D. Dougherty
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- C&D Professional Services Inc. (dba C&N Wealth Management), JTA Farm Enterprises LLC, JTA Real Estate Holdings LLC
- Industry
- Tax-free private placements (farm and real estate ventures)
- How investors were recruited
- Advisory clients incl. school district employees, hospital employees, veterans and neighbors, mostly unsophisticated investors
- Pitch & red flags
- Tax-free "private placements" paying "quarterly dividends of about 5%"
Pitch phrases from this case
Source
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