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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Isaac J. Treesh

Advisor at J.P. MORGAN SECURITIES LLC

SUN CITY CENTER, FL | VALRICO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baacab89-fa59-6b17-9b49-d178ca2202ed

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 31, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 26, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66
First exam: May 26, 2011
First registration: May 31, 2011
Dual registered: yes, broker-dealer
Other names: ISAAC JON TREESH
IAPD individual key: 5903760

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Aug 18, 2014	n/a	yes	SUN CITY CENTER, FL\|VALRICO, FL	Current employment
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Dec 12, 2012	Aug 11, 2014	no	RUSKIN, FL\|RIVERVIEW, FL\|VALRICO, FL\|RIVERVIEW, FL\|SEFFNER, FL\|LITHIA, FL\|WESLEY CHAPEL, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL	Previous registration
EDWARD JONES	National bd RIA	May 31, 2011	Dec 3, 2012	no	VALRICO, FL\|RIVERVIEW, FL\|RIVERVIEW, FL\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIFTH THIRD SECURITIES, INC.	J.P. MORGAN SECURITIES LLC	Aug 11, 2014	Aug 18, 2014	7	Firm change	Other
EDWARD JONES	FIFTH THIRD SECURITIES, INC.	Dec 3, 2012	Dec 12, 2012	9	Firm change	Other

Relationships

Registered with (3)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Aug 18, 2014 to presentfactForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Dec 12, 2012 to Aug 11, 2014factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 31, 2011 to Dec 3, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:baacab89-fa59-6b17-9b49-d178ca2202ed
First observed: May 31, 2011
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Isaac J. Treesh

Advisor at J.P. MORGAN SECURITIES LLC

SUN CITY CENTER, FL | VALRICO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baacab89-fa59-6b17-9b49-d178ca2202ed

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:38 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

J.P. MORGAN SECURITIES LLC

Wirehouse

Aug 18, 2014

n/a

yes

SUN CITY CENTER, FL|VALRICO, FL

Current employment

FIFTH THIRD SECURITIES, INC.

Bd affiliated wealth

Dec 12, 2012

Aug 11, 2014

Previous registration

EDWARD JONES

National bd RIA

May 31, 2011

Dec 3, 2012

VALRICO, FL|RIVERVIEW, FL|RIVERVIEW, FL|ST LOUIS, MO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FIFTH THIRD SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

Aug 11, 2014

Aug 18, 2014

Firm change

Other

EDWARD JONES

FIFTH THIRD SECURITIES, INC.

Dec 3, 2012

Dec 12, 2012

Firm change

Other