Unclaimed
Jorge D. Torres is a registered representative with J.P. Morgan Securities LLC in La Mirada, California. Jorge has been in the financial services industry since 2005. Jorge is also a registered investment advisor in the state of Texas. Jorge has experience in providing financial planning and portfolio management services to individuals and businesses. Jorge has also worked with insurance companies and charitable organizations. Jorge has a strong track record of success in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/23/2013 - Present
J.p. Morgan Securities LLC (La Mirada CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LA HABRA CA)
CA
05/14/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (LA PUENTE CA)
CA
06/27/2005 - 04/10/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (HUNTINGTON PARK CA)
IA
Issued 02/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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