Joel Torres

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 07/2021 → 09/2021
  Bravera Bank
  Bismarck, ND
• 12/2020 → 06/2021
  Enterprise Rent A Car
  Dickinson, ND
• 09/2020 → 12/2020
  Jimmy Jazz Clothing Store
  New York City, NY
• 06/2020 → 09/2020
  Midwest Erosion Control
  Dickinson, ND
• 08/2018 → 06/2020
  Eastern New Mexico University
  Portales, NM
• 06/2018 → 08/2018
  Iowa Sports
  New York City, NY
• 08/2017 → 06/2018
  Galveston College
  Galveston, TX
• 08/2016 → 08/2017
  Western Oklahoma State College
  Altus, OK
• 09/2021 → Present
  Door Dash
  Bismarck, ND
• 12/2021 → 07/2022
  Thrivent Investment Management Inc
  Bismarck, ND
• 07/2022 → 03/2024
  Bravera Wealth
  Bismarck, ND
• 08/2022 → 03/2024
  American Portfolios Financial Services, Inc.
  Bismarck, ND
• 04/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2022-08-16 → 2024-03-15
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2022-01-20 → 2022-08-04
  Thrivent Investment Management Inc.
  Bismarck, ND
  Minneapolis, MN

Other Businesses

DOOR DASH POSITION: Delivery Driver NATURE: Delivering food via door dash with my personal vehicle. INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 627 N 29th, Bismarck ND 58501, United States DESCRIPTION: pick up food from local restaurants and deliver the food to homes or other businesses

Exams

• S66 Uniform Combined State Law Examination
  2021-08-27

Designations

• Certified Financial Planner