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Isaac J. Treesh

J.P. Morgan Securities LLC

Sun City Center, FL

Valrico, FL

CRD 5903760

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-20
FL RA APPROVED 2014-08-18
  • TX RA
    APPROVED_RES
    Since 2014-08-20
  • FL RA
    APPROVED
    Since 2014-08-18

Branch Locations

702 N Pebble Beach Blvd, Sun City Center, FL 33573 • United States

3414 Lithia Pinecrest Rd., Valrico, FL 33596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Riverview FL 08/2014 Present
It Property Holdings, Llc Riverview FL 06/2023 04/2025
Previous Registrations
  • 2012-12-12 → 2014-08-11
    Fifth Third Securities, Inc.
    Ruskin, FL
    Riverview, FL
    Valrico, FL
    Riverview, FL
    Seffner, FL
    Lithia, FL
    Wesley Chapel, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
  • 2011-05-31 → 2012-12-03
    Edward Jones
    Valrico, FL
    Riverview, FL
    Riverview, FL
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-26
  • S66 Uniform Combined State Law Examination
    2011-05-26
Other Names
  • Isaac Jon Treesh

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

GLENN KRCMARIC
James Paul Berndt
SCOTT GEORGE ALLISON

Nearby Offices

OSAIC WEALTH, INC. · SUN CITY CENTER, FL
WELLS FARGO CLEARING SERVICES, LLC · SUN CITY CENTER, FL
CETERA INVESTMENT ADVISERS LLC · SUN CITY, FL

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