Toben Julian Torres

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2020 → 10/2022
  Socalgas
  Los Angeles, CA
• 09/2024 → 04/2025
  Fidelity Investments
  Seal Beach, CA
• 10/2022 → 09/2024
  Trupath Financial, Proud Partner Of National Life
  Irvine, CA
• 07/2019 → 04/2020
  Gangnam Kbbq
  Lakewood, CA
• 05/2018 → 06/2019
  Abc Pools
  Los Alamitos, CA
• 05/2025 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 05/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 05/2015 → 04/2018
  Unemployed
  Cypress, CA
• 05/2020 → 10/2020
  Unemployed
  Cypress, CA

Previous Registrations

• 2025-03-31 → 2025-05-06
  Strategic Advisers Llc
  Cypress, CA
  Seal Beach, CA
  Boston, MA
• 2025-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Seal Beach, CA
  Cypress, CA
• 2023-05-18 → 2024-09-10
  Equity Services, Inc.
  Irvine, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-23
• S65 Uniform Investment Adviser Law Examination
  2023-05-18

Other Names

• Toben Julian Torres
• Toben J Torres