Felix Torres (CRD# 6908146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Murrieta, CA and has over 6 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2066720
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, N.a | Murrieta, CA | Sep 2022 - Current | 2 |
Jp Morgan Securities, LLC | Hemet, CA | Sep 2019 - Aug 2022 | 2 |
Jp Morgan Chase Bank, N.a. | Hemet, CA | Sep 2019 - Aug 2022 | 2 |
Wells Fargo Clearing Services LLC | Hemet, CA | Jan 2018 - Sep 2019 | 1 |
Wells Fargo Bank Na | Hemet, CA | Jan 2017 - Sep 2019 | 2 |
Temecula Nissan | Temecula, CA | Jun 2016 - Jan 2017 | < 1 |
Temecula Valley Toyota | Temecula, CA | Feb 2016 - Jun 2016 | < 1 |
Pedder Nissan | Hemet, CA | Aug 2010 - Feb 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2018 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
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