Jaime Abreu Torres

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2016 → 02/2020
  Bank Of The West/Bancwest Investment Services, Inc
  Gardena, CA
• 09/2016 → 11/2016
  Unemployed
  Huntington Beach, CA
• 02/2020 → 07/2021
  Edward Jones
  Saint Louis, MO
• 08/2021 → 12/2023
  First National Bank
  Damariscotta, ME
• 08/2021 → 12/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2021 → 12/2023
  Cetera Investment Advisers Llc
  Damariscotta, ME
• 12/2023 → Present
  The Prudential Insurance Company Of America
  Bedford, NH
• 12/2023 → 11/2024
  Pruco Securities Llc
  Bedford, NH
• 11/2024 → Present
  Lpl Enterprise, Llc
  Dover, NH

Previous Registrations

• 2024-01-05 → 2024-11-14
  Pruco Securities, Llc.
  Wakefield, MA
  Dover, NH
  Saco, ME
• 2021-08-31 → 2024-01-10
  Cetera Investment Advisers Llc
  Bar Harbor, ME
• 2020-02-18 → 2021-08-02
  Edward Jones
  Huntington Beach, CA
  Huntington Beach, CA
• 2016-11-18 → 2020-02-21
  Bancwest Investment Services, Inc.
  Gardena, CA
  Torrance, CA
  Torrance, CA
  Long Beach, CA
  Los Angeles, CA
  Pico Rivera, CA
  La Mirada, CA
  Lakewood, CA
  Burbank, CA
  South Gate, CA
  Downey, CA
  Pico Rivera, CA
• 2015-11-18 → 2016-09-01
  Morgan Stanley
  Newport Beach, CA
  Irvine, CA
• 2014-07-15 → 2015-08-18
  Rbc Capital Markets, Llc
  Newport Beach, CA
• 2013-04-15 → 2013-05-22
  Spire Wealth Management, Llc
  Mclean, VA

Other Businesses

1) 01/03/2025 - Fidelity & Guaranty Insurance - Non-Variable Insurance/Insurance Agency - Provide servicing on client's policies and contracts - At Des Moines, IA - INV Related - Start Date 01/01/2022 - 1hrs/mth - 0hrs During Trading

Exams

• S66 Uniform Combined State Law Examination
  2002-01-26

Other Names

• James , Jimmy Torres Jr
• Jaime Abreu Torres Jr
• Jaime Abreu Torres Jr
• Jaime Abreu Torres
• Jaime Abreu Torres
• Jaime Torres