Jeffrey Press is a registered investment advisor, based in Portland, OR, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Portland, OR
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2025Final
Employment History
Current Registrations
Altruist Financial LLCBroker
September 2026 - Present · 1 mo
Altruist Financial LLC
September 2026 - Present · 1 mo
Nest Investments Bd LLCBroker
June 2026 - Present · 4 mos
Nest Investments Bd LLC
June 2026 - Present · 4 mos
Faithward Advisors, LLC
June 2026 - Present · 4 mos
Alphaledger Markets, INC.Broker
April 2026 - Present · 6 mos
Mcdonnaugh Securities LLCBroker
December 2025 - Present · 10 mos
Mcdonnaugh Securities LLC
December 2025 - Present · 10 mos
Ifast Securities US Corporation
July 2024 - Present · 2 yrs 3 mos
Ifast Securities US CorporationBroker
July 2024 - Present · 2 yrs 3 mos
Atomic Brokerage LLCBroker
February 2023 - Present · 3 yrs 8 mos
Atomic Brokerage LLC
February 2023 - Present · 3 yrs 8 mos
Arlington Capital Services, LLC
September 2020 - Present · 6 yrs 1 mo
Arlington Capital Services, LLCBroker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.Broker
November 2025 - January 2026 · 2 mos
Craft Capital Management LLCBroker
August 2025 - July 2026 · 11 mos
Tapp Engine SecuritiesBroker
May 2025 - July 2025 · 2 mos
Stockpile Investments, INC.Broker
March 2025 - July 2026 · 1 yr 4 mos
Stockpile Investments, INC.Broker
August 2023 - February 2024 · 6 mos
St Global Markets USA LLCBroker
July 2023 - November 2023 · 4 mos
Elequin Securities LLCBroker
December 2022 - August 2024 · 1 yr 8 mos
Code Advisors LLCBroker
December 2022 - August 2023 · 8 mos
Entrustody Financial, LLCBroker
April 2022 - May 2024 · 2 yrs 1 mo
Forcefield Capital, LLCBroker
March 2022 - January 2023 · 10 mos
Fgc Securities, LLCBroker
February 2022 - October 2025 · 3 yrs 8 mos
Options Ai Financial LLCBroker
February 2022 - December 2024 · 2 yrs 10 mos
Icm Capital Markets, LLCBroker
October 2021 - June 2025 · 3 yrs 8 mos
Benchmark Investments, LLCBroker
February 2021 - November 2023 · 2 yrs 9 mos
Joseph Gunnar & CO. LLCBroker
January 2021 - January 2022 · 1 yr
Cherry TradingBroker
September 2020 - January 2023 · 2 yrs 4 mos
Systems Financial
February 2020 - February 2023 · 3 yrs
Bumped Financial LLCBroker
March 2018 - July 2019 · 1 yr 4 mos
Thrivent Investment Management INC.
March 2018 - March 2018 · 0 mos
Thrivent Investment Management INC.Broker
August 2016 - March 2018 · 1 yr 7 mos
Stancorp Equities, INC.Broker
January 2013 - November 2015 · 2 yrs 10 mos
Euro Pacific Capital, INC.Broker
October 2010 - January 2012 · 1 yr 3 mos
AXA Advisors, LLCBroker
December 2005 - December 2008 · 3 yrs
E*trade Securities LLCBroker
January 2004 - October 2005 · 1 yr 9 mos
Metlife Securities INC.Broker
February 2003 - January 2004 · 11 mos
Metropolitan Life Insurance CompanyBroker
February 2003 - January 2004 · 11 mos
Royal Alliance Associates, INC.Broker
August 2000 - May 2002 · 1 yr 9 mos
The Dreyfus Service CorporationBroker
May 1997 - August 2000 · 3 yrs 3 mos
Citicorp Investment ServicesBroker
August 1996 - April 1997 · 8 mos
Wall Street AccessBroker
June 1996 - July 1996 · 1 mo
Muriel Siebert & CO., INC.Broker
March 1995 - June 1996 · 1 yr 3 mos
Greystone Associates LTD.Broker
January 1994 - February 1994 · 1 mo
Robert Todd Financial CORP.Broker
December 1992 - November 1993 · 11 mos
State Registrations7 states
ALGAINORSDVirgin IslandsWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Ryan Long, CFAAdvisory Solutions Group
- Philip Richman, CFPCiclo Wealth LLC
- Reem Rizk-Hunter, CFPColdstream Wealth Management
- Rachel Gustafson, CFPSummit Wealth Group
- Shaughn Scott, CFPScott Capital Advisors, LLC
- Gaylord Lyman, CFAAshton Thomas Private Wealth