Allan Ira Press
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Inactive
- Exams passed (9)
- Series 52TOSeries 57TOSIESeries 55Series 7Series 53Series 24Series 65Series 63
- Registered states
- Not yet retrieved from the source record
- Years in the industry (source record)
- 30
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
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 (13)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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Morgan StanleyNew York, NY · IA capacityMay 15, 2015 → Jun 29, 2015
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Morgan StanleyPurchase, NY · BC capacityMay 15, 2015 → Jun 29, 2015
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Axa Advisors, LLCJersey City, NJ · IA capacityApr 28, 2006 → Jul 25, 2014
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Axa Advisors, LLCJersey City, NJ · BC capacityApr 28, 2006 → Jul 25, 2014
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Axa Distributors, LLCCharlotte, NC · BC capacityMar 19, 2012 → Oct 18, 2012
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Chase Investment Services Corp.New York, NY · IA capacityAug 7, 2002 → May 31, 2005
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Chase Investment Services Corp.Chicago, IL · BC capacityJul 10, 1998 → May 31, 2005
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Quick & Reilly, Inc.New York, NY · BC capacityFeb 14, 1998 → Mar 24, 1998
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Fleet Brokerage Securities, Inc.New York, NY · BC capacityJan 23, 1995 → Feb 14, 1998
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Royce Investment Group, Inc.Woodbury, NY · BC capacityApr 8, 1993 → Jun 21, 1994
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.