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Jacob Z Torres

Strategic Advisers LLC

Salinas, CA

Monterey, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-13
CA RA APPROVED 2025-08-07
  • TX RA
    APPROVED
    Since 2025-08-13
  • CA RA
    APPROVED
    Since 2025-08-07

Branch Locations

Salinas, CA • United States

553 Munras Ave, Monterey, CA 93940-3004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Monterey CA 07/2025 Present
Wells Fargo Bank Carmel CA 09/2007 03/2021
Morgan Stanley Monterey CA 04/2021 06/2025
  • 07/2025 → Present
    Fidelity Investments
    Monterey, CA
  • 09/2007 → 03/2021
    Wells Fargo Bank
    Carmel, CA
  • 04/2021 → 06/2025
    Morgan Stanley
    Monterey, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-19
  • S66 Uniform Combined State Law Examination
    2021-11-19
Designations
Other Names
  • Jacob Z Torres
  • Jacob Zachary Torres
  • Jacob Torres

View on SEC IAPD

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