Jeffrey Press

Current Employers

Employment History

• 06/2026 → Present
  Nest Investments Bd Llc
  Conshohocken, PA
• 08/2016 → 03/2018
  Thrivent Investment Management Inc
  Minneapolis, MN
• 08/2016 → 03/2018
  Thrivent Financial
  Appleton, WI
• 03/2018 → 06/2019
  Bumped Financial Llc
  Portland, OR
• 10/2019 → 08/2020
  Templar Shield, Inc.
  San Diego, CA
• 02/2020 → 04/2023
  Esyfi, Llc
  Portland, OR
• 07/2019 → 10/2019
  Self Employed
  Portland, OR
• 08/2020 → Present
  Compliance Risk Concepts
  Portland, OR
• 09/2020 → 01/2023
  Cherry Trading
  West Hollywood, CA
• 01/2021 → 12/2021
  Joseph Gunnar & Co., Llc
  New York, NY
• 02/2021 → 10/2023
  Benchmark Investments, Inc
  New York, NY
• 12/2020 → 06/2025
  Icm Capital Markets, Llc
  New York, NY
• 12/2021 → 06/2022
  Briarcliffe Credit Partners, Llc
  New York, NY
• 02/2022 → 11/2024
  Options Ai Financial Llc
  New York, NY
• 02/2022 → 09/2025
  Fgc Securities, Llc
  New York, NY
• 03/2022 → 05/2024
  Entrustody Financial, Llc
  Newton, MA
• 12/2022 → 09/2023
  Code Advisors Llc
  San Francisco, CA
• 11/2022 → 08/2024
  Elequin Securities Llc
  New York, NY
• 12/2022 → Present
  Atomic Brokerage Llc
  New York, NY
• 04/2023 → 10/2023
  St Global Markets Usa Llc
  New York, NY
• 07/2023 → 02/2024
  Stockpile Investments, Inc.
  San Francisco, CA
• 08/2025 → Present
  Craft Capital Management Llc
  Garden City, NY
• 10/2025 → 01/2026
  Osaic Wealth, Inc.
  Portland, OR
• 04/2026 → Present
  Alphaledger Markets, Inc.
  Poulsbo, WA

Previous Registrations

• 2020-02-28 → 2023-02-28
  Systems Financial
  Canby, OR
• 2018-03-05 → 2018-03-09
  Thrivent Investment Management Inc.
  Minneapolis, MN

Other Businesses

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) Stockpile Investments, Inc., Inv-Rel, 679 Toland Pl, San Francisco, CA 94124, BD, Outsourced Supervisory Principal, 4/25, 5 hrs/mo., 5 hrs/mo. During sec trdg hrs, aid compliance program 11) Craft Capital Management LLC, inv-rel, 377 Oak St. Lower Concourse, STE C2, Garden City, NY 11530, BD, Outsourced Supervisory Principal, 8/25, 5 Total Hrs p/m, 5 Hrs during trding hrs, Municipal securities supervisory activities and general compliance support 12) 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 13) 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 14) Nest Investments BD LLC, investment related, Conshohocken, PA, BD, Outsourced Municipal Securities Principal, 6/2026, 1-2 hrs/month, Municipal securities supervisory activities

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-02
• S63 Uniform Securities Agent State Law Examination
  1992-12-04

Other Names

• Jeff Press
• Jeffrey Mitchel Press
• Jeffrey Press
• Jeffrey Mitchell Press