Susana Torres
Investment adviser representative at Edward Jones
18 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Susana Torres? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Edward JonesAug 2022 to now
- Victory Capital Management IncMay 2021 to Jun 2022
- Victory Capital Services IncMay 2021 to Jun 2022
- Fidelity Brokerage Services LLCJan 2021 to May 2021
- Charles Schwab & Co IncMay 2020 to Dec 2020
- USAA Financial Advisors IncOct 2008 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
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
- 4379068
- Firm CRD
- 250