Jacob Saul Torres
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$819.1BFirm assets
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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
13 years in the industry.
- LPL Financial LLCJan 2025 to now
- TD Ameritrade Inc.May 2023 to Jun 2024
- Charles Schwab Bank, SsbOct 2018 to Dec 2024
- Charles Schwab & Co., IncJul 2017 to Dec 2024
- Leeds School of BusinessAug 2016 to Jan 2017
- University of Colorado At BoulderAug 2013 to May 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6668916
- Firm CRD
- 6413