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Isaac J. Treesh

J.P. Morgan Securities LLC

Sun City Center, FL

Valrico, FL

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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

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Other Offices

OSAIC WEALTH, INC. · SUN CITY CENTER, FL
WELLS FARGO CLEARING SERVICES, LLC · SUN CITY CENTER, FL
CETERA INVESTMENT ADVISERS LLC · SUN CITY, FL
TRUIST ADVISORY SERVICES, INC. · SUN CITY CENTER, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SUN CITY CENTER, FL
WELLS FARGO CLEARING SERVICES, LLC · SUN CITY CENTER, FL
INDEPENDENT FINANCIAL PARTNERS · Sun City Center, FL 33573, FL
EDWARD JONES · Sun City Center, FL

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