Estate of Tressel v. Tressel

Plaintiff sued to recover assets that James and Kathryn Tressel held in an account at Edward D. Jones & Co. (Jones & Co.). Plaintiff claimed that defendants had either converted or conspired to convert those assets. The trial court granted summary judgment in defendants’ favor, and we affirm.

On September 19, 1984, the Tressels opened a brokerage account with Jones & Co. Rodger Jordan, the local representative for Jones & Co., spoke with the Tressels. Jordan explained that he typically “asked [new customers] questions to obtain information necessary to open the account,” such as the persons’…