JT
JT

Jimmy Torres

19 Years of Experience
Beverly Hills, CA
Broker

Jimmy Torres is a registered investment advisor at Raymond James & Associates, INC., based in Beverly Hills, CA, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9595 Wilshire Blvd., SUITE 801 and 200, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 8 mos
Previous Registrations
City National Securities, INC.
September 2012 - November 2023 · 11 yrs 2 mos
City National Securities, INC.Broker
September 2012 - November 2023 · 11 yrs 2 mos
Chase Investment Services CORP.
January 2010 - September 2012 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
January 2010 - September 2012 · 2 yrs 8 mos
Wells Fargo Investments, LLC
May 2006 - November 2009 · 3 yrs 6 mos
Wells Fargo Investments, LLCBroker
March 2006 - November 2009 · 3 yrs 8 mos
State Registrations3 states
CAKSWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jimmy Torres - Financial Advisor | TrueAdvisor