Susana Torres

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 05/2020
  Usaa Financial Advisors Inc
  San Antonio, TX
• 05/2020 → 12/2020
  Charles Schwab & Co Inc
  San Antonio, TX
• 01/2021 → 05/2021
  Fidelity Brokerage Services Llc
  San Antonio, TX
• 05/2021 → 06/2022
  Victory Capital Services Inc
  San Antonio, TX
• 05/2021 → 06/2022
  Victory Capital Management Inc
  San Antonio, TX
• 08/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2021-06-09 → 2022-06-27
  Victory Capital Management Inc.
  San Antonio, TX
• 2021-01-22 → 2021-05-20
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2020-05-23 → 2021-01-20
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2009-05-18 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX

Other Businesses

Second hand sales Type: Second hand sales Date: 01/20/24 Title: Owner Trad Hrs: 0 Tot Hrs: 10 Desc: Selling off second hand items left behind from divorce City-State: San Antonio TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-11
• S63 Uniform Securities Agent State Law Examination
  2001-08-15

Other Names

• Susana Perez
• Susana Torres
• Susana Perez
• Susana Palma