Mr. Joel Matthew Wertman | Attorney

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About Joel

Joel Wertman, an associate in the firm's Philadelphia office, maintains a general litigation practice with primary focus on disputes in the securities, insurance and real estate industries. He has represented clients in a wide range of litigation matters to include public customer disputes in state court, federal court and arbitration, as well as employment disputes seeking monetary and injunctive relief in both state and federal court.

In 2003 Joel was admitted to the Pennsylvania Bar. He received his undergraduate degree in English from Johns Hopkins University where he was also the captain and a four-year member of the men's varsity basketball team. Joel received his Juris Doctorate from Temple University where he was also editor in chief of the Environmental Law and Technology Journal and a member of Temple's mock trial team. While attending law school, Joel worked as a summer associate at Marshall Dennehey and also as a summer clerk for the Honorable Charles Smith, federal judge for the Eastern District of Pennsylvania.

Significant Representative Matters

  • Dismissal of NASD (now FINRA) Complaint prior to hearing in customer dispute alleging unsuitable recommendations as to surrender and exchange of annuity products.

  • Award of zero damages for FINRA dispute related to alleged damages stemming from recommendation of annuity products.

  • Numerous successful arguments in federal court with respect to requests for injunctive relief on behalf of broker dealer clients.

  • Participated in successful defense of numerous matters with significant exposure to include defense verdict in claim for damages for alleged investment advices related to participation in business entities which were outside business activities of the registered representative.
  • Admission

    Verified New Jersey

    2003

    Verified Pennsylvania

    2003

    Verified District 1

    Verified Florida

    Winget Spadafora & Schwartzberg, LLP Highlights

    Employment Discrimination, Child Custody, Civil & Human Rights, Banking & Finance

    Firm Size: 1
    Firm Locations: 1