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Jaime Abreu Torres

Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. LPL Enterprise, LLCNov 2024 to now
  2. The Prudential Insurance Company of AmericaDec 2023 to now
  3. Pruco Securities LLCDec 2023 to Nov 2024
  4. Cetera Investment Advisers LLCAug 2021 to Dec 2023
  5. Cetera Investment Services LLCAug 2021 to Dec 2023
  6. First National BankAug 2021 to Dec 2023
  7. Edward JonesFeb 2020 to Jul 2021
  8. Bank of the West/bancwest Investment Services, IncNov 2016 to Feb 2020
  9. UnemployedSep 2016 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (ME, NH).

LPL Enterprise, LLC

$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
4404225
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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