Saturday, September 12, 2015

Former Oshkosh financial adviser charged with bilking elderly clients

A former financial adviser in Oshkosh already facing charges for stealing from her clients is being held on $1 million bail after she was charged with four additional counts of theft.

The new charges say that Jean Walsh-Josephson, 56, of Oshkosh, stole more than $475,000 from elderly clients.

Walsh-Josephson had been charged in August with theft and forgery involving a client's account at the Thrivent Financial in Oshkosh.

Oshkosh police, the Wisconsin Department of Financial Institutions and the Office of Commissioner for Insurance are continuing the investigation. Police say Thrivent Financial has contacted all of Walsh-Josephson's clients and the company is cooperating with the investigation.

Full Article & Source:
Former Oshkosh financial adviser charged with bilking elderly clients


B Inberg said...

Jean Walsh-Josephson is a threat to society, she belongs in a state cage for the rest of her sorry life coming out feet first on a gurney to the county morgue. Using her position of trust scheming, lying filled with deception makes people extremely suspicious not trusting anyone connected to any financial institutions. Beware and be aware predators and their prey.

Karen said...

Beware of financial advisors. They have your financial future in their hands.