AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JP

Jeffrey Press

FAITHWARD ADVISORS
Portland, OR
·CRD# 2269745·33 years experience

Professional Summary

Jeffrey Press, who also goes by Jeff Press, Jeffrey Mitchel Press, Jeffrey Mitchell Press, is a registered financial advisor currently at FAITHWARD ADVISORS, LLC located in Portland, Oregon and ARLINGTON CAPITAL SERVICES, LLC located in Birmingham, Alabama. Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jeffrey has worked at 38 firms and has passed the Series 65, Series 63, Series 52TO, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeff Press, Jeffrey Mitchel Press, Jeffrey Mitchell Press

Blog Corner

Similar Advisors

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

33 years in the financial services industry

Current & Past Employments

FAITHWARD ADVISORS, LLC·CRD# 116978
RIA
Portland, OR
June 5, 2026 - Present
ARLINGTON CAPITAL SERVICES, LLC·CRD# 304588
BD
2000 Morris Avenue Suite 1100, Birmingham, AL 35203
September 15, 2020 - Present
ATOMIC BROKERAGE LLC·CRD# 315263
BD
107 Greenwich Street 21st Floor, New York, NY, 10006
February 13, 2023 - Present
IFAST SECURITIES US CORPORATION·CRD# 327903
BD
201 Mission Street Suite 640, San Francisco, CA 94105
July 22, 2024 - Present
MCDONNAUGH SECURITIES LLC·CRD# 290233
BD
2425 Grand Ave., Baldwin, NY 11510
December 3, 2025 - Present
ALPHALEDGER MARKETS, INC.·CRD# 300262
BD
19362 Powder Hill Place Suite 104, Poulsbo, WA 98370
April 22, 2026 - Present
NEST INVESTMENTS BD LLC·CRD# 294417
BD
20 Ash Street Suite 300, Conshohocken, PA 19148
June 9, 2026 - Present
ALTRUIST FINANCIAL LLC·CRD# 299274
BD
3030 La Cienega Blvd, Culver City, CA 90232
September 21, 2026 - Present
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
November 20, 2025 - January 15, 2026
CRAFT CAPITAL MANAGEMENT LLC·CRD# 171350
BD
Garden City, NY
August 27, 2025 - July 29, 2026
TAPP ENGINE SECURITIES·CRD# 314806
BD
Quincy, MA
May 13, 2025 - July 9, 2025
STOCKPILE INVESTMENTS, INC.·CRD# 156170
BD
San Francisco, CA
March 28, 2025 - July 7, 2026
STOCKPILE INVESTMENTS, INC.·CRD# 156170
BD
San Francisco, CA
August 1, 2023 - February 27, 2024
ST GLOBAL MARKETS USA LLC·CRD# 324143
BD
Ft. Lauderdale, FL
July 14, 2023 - November 1, 2023
ELEQUIN SECURITIES LLC·CRD# 311650
BD
New York, NY
December 6, 2022 - August 2, 2024
CODE ADVISORS LLC·CRD# 153192
BD
San Francisco, CA
December 2, 2022 - August 10, 2023
ENTRUSTODY FINANCIAL, LLC·CRD# 313565
BD
Wauwatosa, WI
April 28, 2022 - May 3, 2024
FORCEFIELD CAPITAL, LLC·CRD# 316049
BD
Eugene, OR
March 7, 2022 - January 17, 2023
FGC SECURITIES, LLC·CRD# 158399
BD
New York, NY
February 14, 2022 - October 13, 2025
OPTIONS AI FINANCIAL LLC·CRD# 298008
BD
New York, NY
February 11, 2022 - December 23, 2024
ICM CAPITAL MARKETS, LLC·CRD# 312157
BD
New York, NY
October 6, 2021 - June 5, 2025
D. BORAL CAPITAL·CRD# 103792
BD
New York, NY
February 24, 2021 - November 3, 2023
JOSEPH GUNNAR & CO. LLC·CRD# 24795
BD
Uniondale, NY
January 13, 2021 - January 19, 2022
CHERRY TRADING·CRD# 306249
BD
West Hollywood, CA
September 16, 2020 - January 18, 2023
SYSTEMS FINANCIAL·CRD# 284744
RIA
Canby, OR
February 28, 2020 - February 28, 2023
BAKKT BROKERAGE, LLC·CRD# 288227
BD
Alpharetta, GA
March 7, 2018 - July 23, 2019
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Minneapolis, MN
March 5, 2018 - March 9, 2018
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Minneapolis, MN
August 16, 2016 - March 9, 2018
STANCORP EQUITIES, INC.·CRD# 19517
BD
Portland, OR
January 17, 2013 - November 10, 2015
A.G.P. / ALLIANCE GLOBAL PARTNERS·CRD# 8361
BD
New York, NY
October 13, 2010 - January 18, 2012
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
December 6, 2005 - December 10, 2008
E*TRADE SECURITIES LLC·CRD# 29106
BD
Jersey City, NJ
January 8, 2004 - October 12, 2005
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
New York, NY
February 26, 2003 - January 13, 2004
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
February 26, 2003 - January 13, 2004
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
August 10, 2000 - May 22, 2002
BNY MELLON SECURITIES CORPORATION·CRD# 231
BD
New York, NY
May 6, 1997 - August 9, 2000
CITICORP INVESTMENT SERVICES·CRD# 23988
BD
Long Island City, NY
August 7, 1996 - April 22, 1997
WALL STREET ACCESS·CRD# 10012
BD
New York, NY
June 20, 1996 - July 29, 1996
MURIEL SIEBERT & CO., LLC·CRD# 5376
BD
New York, NY
March 22, 1995 - June 10, 1996
MAIDSTONE FINANCIAL, INC.·CRD# 31804
BD
New York, NY
January 18, 1994 - February 9, 1994
ROBERT TODD FINANCIAL CORP.·CRD# 7423
BD
New York, NY
December 4, 1992 - November 11, 1993

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

FA
FAITHWARD ADVISORS, LLC

AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - SEC (9/19/2002 Approved)

Contact Information

Main Address

275 Hess Boulevard Suite 100, Lancaster, PA 17601

Phone Number

(717) 560-8300

# of Employees

47

SEC notice filing (26 States and Territories)

Registered to provide investment advisory services in 26 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

20260325 FAITHWARD ADVISORS- PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,477

AUM (Assets Under Management)

$1,052,532,710

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/28/2026Cover PageReport
10/28/2025Cover PageReport
12/26/2024Cover PageReport

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Greater Portland Compliance Association, non inv-rel, P.O. Box 8072, Portland, OR 97207, non-profit providing support for compliance professionals, Board Member, 7/1/2014, 0 Hrs during trding hrs,2 Total Hrs p/m, coordinating, creating & delivering education rel to the securities industry 2) J. Mitchel Photography, non inv-rel, 7130 SW 5th Ave. Portland, OR 97219,Photography, Owner, 1/1/04, 0 Hrs during trding hrs, 1 Total Hrs p/m, General business activities and photographer 3) Jeffrey Press, non inv-rel, 7130 SW 5th Ave, Portland, OR 97219, Compliance Consulting Bus, Owner/Consultant, 01/01/2016, 2 hrs/mo., 0 hrs/mo. during sec trdg hrs, compliance consulting activities. 4) Compliance Risk Concepts, non inv-rel, 7130 SW 5th Ave. Portland, OR 97219, Compliance Consulting, Director, 8/2020, 160 Hrs during trding hrs, 160 Total Hrs p/m, CCO, Supervisory Principal & Compliance Program Support 5) Arlington Capital Services, LLC, inv-rel, 2000 Morris Ave., STE 1100, Birmingham, AL 35203, BD, Compliance Professional, 9/2020, 10 Hrs during trding hrs, 10 Total Hrs p/m, General Business Mgmt, Maintain & execute the compliance program 6) AlphaLedger Markets, Inc., Inv-rel, 19362 Powder Hill Pl, Poulsbo, WA 98370, Outsourced Supervisory Principal, 10 Total hrs p/m, 10 hrs during trding hrs, Supervisory Principal and general compliance support 7) Atomic Brokerage LLC, non inv-rel, 107 Greenwich ST, NY, NY 10006, BD, Outsourced Supervisory Principal, 4/26, 5 Total Hrs p/m, 5 Hrs during trding hrs, Municipal securities supervisory activities and general compliance support 8) IFAST Securities US Corporation, inv-rel, 75 E Santa Clara St., San Jose, CA 07162, BD, Compliance Professional, 4/24, 15 Total Hrs p/m, 15 Hrs during trding hrs, Maintain & execute the compliance program 9) Every Securities, LLC, inv-rel, 2261 #4305 Market Street, San Francisco, CA 94114, RIA, Compliance Professional, 12/2024, 5 Total Hrs p/m, 5 Hrs during trding hrs, Maintain & execute the compliance program 10) Yoshi Brokerage, LLC; Investment Related; Portland OR, BD, Chief Executive Officer, 09/2026; 10 hours/ month; Chief Executive Officer 11) McDonnaugh Securities LLC, Inv-rel, 2425 Grand Ave., Baldwin, NY 11510, 12/25,O utsourced Supervisory Principal, 10 Total hrs p/m, 10 hrs during trding hrs, Supervisory Principal and general compliance support 12) Wahed Invest LLC, Inv-rel, 27 E28th St, 8th Fl, NY, NY 10016, 4/26, Outsourced RIA CCO, 30 total hrs p/m, 30 hrs during trding hrs, Maintain & execute the compliance program 13) Nest Investments BD LLC, investment related, Conshohocken, PA, BD, Outsourced Municipal Securities Principal, 6/2026, 1-2 hrs/month, Municipal securities supervisory activities 14) Altruist Financial LLC, Investment Related, 3030 La Cienega Blvd, Culver City, CA 90232, Registered Principal, 8/2026, 10 hrs/month, 10 hrs/month, Options Marketing Review

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FAITHWARD ADVISORS, LLC

AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - SEC (9/19/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(9/18/2020)
RR
Georgia
(4/23/2024)
RR
Indiana
(3/28/2024)
RR
Oregon
(6/1/2026)
IAR
Oregon
(6/5/2026)
RR
South Dakota
(2/27/2024)
RR
Virgin Islands
(5/9/2024)
RR
Washington
(6/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1992About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79 — Investment Banking Registered Representative Examination

Passed Dec 2018About the Series 79 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 57 — Securities Trader Exam

Passed Jul 2018About the Series 57 exam

Series 7 — General Securities Representative Examination

Passed Dec 1992About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2023About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 53 — Municipal Securities Principal Examination

Passed Apr 2006About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed May 2000About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed May 1998

Series 4 — Registered Options Principal Examination

Passed Jan 1998About the Series 4 exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Press's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
JP
Follow Jeffrey
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required