Michael Jason Torres

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 07/2013 → 10/2018
  Northwestern Mutual Life Insurance Company
  New York, NY
• 01/2014 → 12/2018
  Northwestern Mutual Investment Services, Llc
  New York, NY
• 03/2016 → 10/2018
  Northwestern Mutual Wealth Management Company
  New York, NY
• 11/2018 → 12/2018
  Stephen Schwartz
  New York, NY
• 11/2018 → 12/2018
  Jim Dinardo
  New York, NY
• 11/2018 → 12/2018
  Kevin Luchetta
  New York, NY
• 11/2018 → 12/2018
  Paul Tortorella
  New York, NY
• 12/2018 → 04/2023
  Jp Morgan Securities, Llc
  Santa Barbara, CA
• 12/2018 → 04/2023
  Jp Morgan Chase Bank, N.A.
  Santa Barbara, CA
• 05/2018 → 12/2018
  Pioneer Financial
  New York, NY
• 04/2023 → 08/2023
  West Wealth Group
  Irvine, CA
• 11/2023 → 09/2024
  U.S. Bancorp Investments, Inc.
  Santa Barbara, CA
• 09/2024 → 02/2025
  Unemployed
  Mount Kisco, NY
• 02/2025 → Present
  Charles Schwab & Co, Inc
  Mount Kisco, NY
• 02/2025 → Present
  Charles Schwab Bank, Ssb
  Mount Kisco, NY

Previous Registrations

• 2023-11-02 → 2024-09-25
  U.S. Bancorp Investments, Inc.
  Santa Barbara, CA
  Santa Barbara, CA
  Santa Barbara, CA
• 2023-04-26 → 2023-08-03
  West Wealth Group, Llc
  Irvine, CA
• 2019-02-26 → 2023-04-18
  J.P. Morgan Securities Llc
  Port Hueneme, CA
  Oxnard, CA
  Port Hueneme, CA
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-25
• S66 Uniform Combined State Law Examination
  2019-02-19
• S63 Uniform Securities Agent State Law Examination
  2014-04-07

Other Names

• Michael Torres
• Michael J Torres
• Michael Jason Torres
• Michael J. Torres