Joseph J. Lopresti

CRD 2285670 · J.P. Morgan Securities LLC · Huntington, NY

IA RegisteredBroker

Also appears in the source record as: Joseph John Lopresti; Joseph Jonathan Lopresti; Jospeh Jonathan Lopresti

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 24Series 65Series 63
Registered states (30): Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Iowa · Louisiana · Maine · Maryland · Massachusetts · Michigan · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2285670 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (10)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Huntington, NY · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Huntington, NY · BC capacity

start not retrieved → present
Chase Investment Services Corp.
Commack, NY · IA capacity

Dec 18, 2009 → Oct 1, 2012
Chase Investment Services Corp.
Commack, NY · BC capacity

Sep 30, 2009 → Oct 1, 2012
First Midwest Securities, Inc.
Bayport, NY · BC capacity

Apr 1, 2008 → Sep 25, 2009
Westrock Advisors, Inc.
Ronkonkoma, NY · BC capacity

Apr 3, 2006 → Apr 2, 2008
J.P. Turner & Company, L.L.C.
Atlanta, GA · BC capacity

Oct 1, 2001 → Mar 31, 2006
Weatherly Securities Corporation
New York, NY · BC capacity

Feb 7, 2001 → Oct 4, 2001
Tasin & Company, Inc.
Hauppauge, NY · BC capacity

May 26, 1994 → Feb 9, 2001
Robert Todd Financial Corp.
New York, NY · BC capacity

Oct 30, 1992 → May 26, 1994

Source & corrections

Where this page comes from

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