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David N. Jonson

David concentrates his practice in the area of securities law, representing broker-dealers, investment advisers, and financial service providers in numerous aspects of federal, state and FINRA regulatory compliance and defense. David has defended multiple broker-dealers and their agents in FINRA arbitrations involving millions of dollars in potential liability, and has represented financial services professionals in federal, state and self-regulatory organization investigations and enforcement actions.

David received his B.A. cum laude from Washington & Lee University, was licensed as a Series 7 and 63 registered representative of a large broker-dealer firm, and earned his J.D. from the University of South Carolina School of Law. Prior to joining the firm, David served as Deputy Attorney General and Deputy Securities Commissioner for the State of South Carolina from 1997-2000, where he advised the South Carolina Attorney General on federal and state securities law issues, statutes, regulations, and policies; proposed and drafted state legislation, regulations, and policies, and was responsible for directing and managing all legal, investigative, enforcement, and regulatory activities of the South Carolina Securities Commission. David was most recently a partner with K&L Gates LLP.

Practice Areas Commercial Litigation
 
Awards & Recognitions:
  • NASAA Outstanding Service Award, 2001
Professional & Community Activities:
  • North Carolina State Bar
  • South Carolina State Bar
  • ABA Business Law Section, Committee on State Regulation of Securities, Liaison to the North Carolina Securities Division, 2004-Present
  • North Carolina Securities Industry Association, Board of Directors, 2005
  • Leadership Raleigh, Class of 2003
  • Investor Protection Trust, Board of Trustees, 1999-2000, 2000-2001
  • National Society of Compliance Professionals, Member 2001-2006
  • North American Securities Administrators Association (NASAA), Member 1997-2000, Board of Directors 1999-2000, 2000-2001
Speeches & Publications:
  • “Emerging Issues for Investment Advisers Under the Dodd-Frank Act and State Securities Laws,” American Bar Association Business Law Section Spring Meeting, Boston, MA, April 2011
  • "Broker-Dealer Sales Tactics," NASAA Winter Enforcement Conference, Coronado, CA, January 2009
  • "Securities Arbitration - Practitioners' Perspectives on the System," American Bar Association 2008 Annual Meeting, New York, NY, August 2008
  • Securities Regulators Announce Expanded Enforcement Priorities for 2009, October 28, 2008
  • Marketing to Senior Citizens Through “Senior Professional” Designations (co-author), January 2008
  • State Securities Regulators Police Annuity Sales (co-author), November 2007
  • Mandatory Securities Arbitration – The Beginning of the End of an Era? (co-author), September 2007
  • Stockbrokers may see less arbitration in disputes, (co-author) , Charlotte Business Journal, September 2007
  • "Dealing with Securities Regulatory Inquiries," presentation to Financial Planning Association, Research Triangle Park, NC, November 2006
  • "State Regulatory Issues Affecting Broker-Dealers and Investment Advisors," National Regulatory Services Compliance and Risk Management Conference: Charleston, SC, September 2003
  • "Broker-Dealer and Investment Adviser Regulation," CLE Presentation, Charlotte, NC, February 2003
  • "The Interplay Between Arbitration and Enforcement," NASAA Winter Enforcement Conference, Charleston, SC, January 2003
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