Jeffrey Press

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Experience

10 years in the industry.

1. Yoshi Brokerage, LLCSep 2026 to now
2. Altruist Financial LLCAug 2026 to now
3. Faithward Advisors, LLCJun 2026 to now
4. Nest Investments Bd LLCJun 2026 to now
5. Alphaledger Markets, Inc.Apr 2026 to now
6. Atomic Brokerage LLCDec 2022 to now
7. Compliance Risk ConceptsAug 2020 to now
8. Osaic Wealth, Inc.Oct 2025 to Jan 2026
9. Craft Capital Management LLCAug 2025 to Aug 2026
10. Stockpile Investments, Inc.Jul 2023 to Feb 2024
11. St Global Markets USA LLCApr 2023 to Oct 2023
12. Code Advisors LLCDec 2022 to Sep 2023
13. Elequin Securities LLCNov 2022 to Aug 2024
14. Entrustody Financial, LLCMar 2022 to May 2024
15. Fgc Securities, LLCFeb 2022 to Sep 2025
16. Options Ai Financial LLCFeb 2022 to Nov 2024
17. Briarcliffe Credit Partners, LLCDec 2021 to Jun 2022
18. Benchmark Investments, IncFeb 2021 to Oct 2023
19. Joseph Gunnar & Co., LLCJan 2021 to Dec 2021
20. Icm Capital Markets, LLCDec 2020 to Jun 2025
21. Cherry TradingSep 2020 to Jan 2023
22. Esyfi, LLCFeb 2020 to Apr 2023
23. Templar Shield, Inc.Oct 2019 to Aug 2020
24. Self EmployedJul 2019 to Oct 2019
25. Bumped Financial LLCMar 2018 to Jun 2019
26. Thrivent FinancialAug 2016 to Mar 2018
27. Thrivent Investment Management IncAug 2016 to Mar 2018

Exams passed

• Series 63 · Uniform Securities Agent State Law1992
• Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (OR).

Faithward Advisors, LLC

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

2269745

Firm CRD

116978