Jesus Roberto Torres

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2020 → 05/2021
  Fisher Investments
  Plano, TX
• 02/2014 → 01/2019
  Scotiabank
  Houston, TX
• 02/2019 → 02/2020
  Unemployed
  Fort Worth, TX
• 05/2021 → 11/2021
  Visionpoint Advisory Group
  Dallas, TX
• 02/2022 → 11/2022
  Howard Financial Services, Inc.
  Dallas, TX
• 12/2022 → 07/2023
  Irc Wealth
  Atlanta, GA
• 05/2024 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 08/2023 → 05/2024
  Unemployed
  Hutchins, TX

Previous Registrations

• 2023-01-18 → 2023-08-01
  Irc Wealth
  Hutchins, TX
• 2022-02-10 → 2022-11-01
  Howard Financial Services, Ltd.
  Dallas, TX
• 2021-06-09 → 2022-01-26
  Balefire, Llc
  Dallas, TX
• 2020-06-06 → 2021-05-05
  Fisher Investments
  Plano, TX
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-06