Family Tree Estate Planning

James M. 

on Birdeye

a year ago

Less than one for Jason Wooten who has been charged by the SEC. Read up on his ill gotten money. https://www.sec.gov/litigation/litreleases/lr-25059 https://www.equialtreceivership.com/wp-content/uploads/2021/02/21-cv-361-Doc-1-Complaint.pdf 

Valorie N. 

on Birdeye

4 years ago

Securities and Exchange Commission, Plaintiff, v. Jason P. Wootten; Defendants. No. CV-21- COMPLAINT FOR INJUNCTIVE AND OTHER RELIEF WITH DEMAND FOR JURY TRIAL Plaintiff Securities and Exchange Commission (“Commission”) alleges: INTRODUCTION 1. From approximately October 2016 through February 2020, Defendants Jason P. Wootten (“Wootten”) and his company Family Tree Estate Planning, LLC Case 2:21-cv-00482-GMS Document 1 Filed 03/22/21 Page 1 of 12 (‘Family Tree”) acted as unregistered brokers on behalf of investment funds (“... read more

John R. 

on Birdeye

4 years ago

Never called back for trust info at the time they scheduled . I called them 3 days later and they said they had called three times. In this day and age that information is very easy to verify. There were no calls, no voicemails, and no texts. Instead of apologizing, Craig was more interested in insisting he was right and said I should have called them. No, you scheduled the appointment and I was waiting and available. Funny thing, after we spoke and I requested my down payment back, Jennifer tried to contact me three ti... read more

Barbara M. 

on Birdeye

5 years ago

I think it is rather strange that Maria has post THREE reviews in the first 5. Is she a paid reviewer? That said, there has been a lot of controversy about this business. I do not know any details except what the accusers have said. I suspect that Family Tree used a 3rd party which mishandled/defrauded clients. I do hope that the truth comes out. However, I asked them to do some legal work on transferring ownership on an item and they did in good time and at a very reasonable cost.