Jonathon Torres
Investment adviser representative at TD Private Client Wealth LLC
12 yearsExperience
4 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Jonathon 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- TD Private Client Wealth LLCSep 2022 to now
- TD Bank N.A.Sep 2022 to now
- Santander Securities, LLCFeb 2019 to Sep 2022
- Bank of America, N.A.Jul 2018 to Jan 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2018 to Jan 2019
- Santander Securities, LLCJul 2017 to Mar 2018
- Santander Bank, NAJun 2017 to Sep 2022
- TD BankMay 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, MD, NY).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 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
- 6823414
- Firm CRD
- 164484