Jose Luis Torres

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 12/1995 → Present
  Joe L. Torres, P.C.
  Odessa, TX
• 09/1999 → 09/2025
  Avantax Investment Services, Inc.
  Odessa, TX
• 01/2017 → Present
  Xmj Realty, Inc
  Midland, TX
• 09/2020 → Present
  Haynie & Company
  Odessa, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Midland, TX
• 07/2026 → Present
  Cetera Investment Advisors Llc
  Schaumburg, IL

Other Businesses

1) TEXAS FAMILY INVESTMENTS, LLC~'NIR'~5000 E UNIVERSITY, SUITE 3~ODESSA~TX~79762~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~1/1/2012~4hrs~0hrs~Accounting 2) Torres & Mondavi Properties,Inc~'NIR'~5000 E University, Suite 3~Odessa~TX~79762~Rental Property Owner/Management~President~7/12/2007~1hrs~0hrs~Commerical Real Estate Rental 3) Joe L Torres, PC~'NIR'~5000 E University, Suite 3~Odessa~TX~79762~Tax Preparation/Accounting~Tax Preparation/Accounting~12/4/1995~180hrs~180hrs~President 4) TSPAGT Equipment Leasing, LP~'NIR'~5000 E University, Suite 3~Odessa~TX~79762~Other~Other~3/1/2006~1hrs~0hrs~day spa equipment leasing, limited partner|MedCash.com, Inc.~'NIR'~5000 E University, Suite 3~Odessa~TX~79762~Other~Treasurer/Comptroller~8/31/2000~1hrs~0hrs~Medical Billings 5) XMJ REALTY, INC~'NIR'~1118 N. BIG SPRING ST~MIDLAND~TX~79707~Rental Property~Owner~1/17/2017~4hrs~4hrs~THIS ENTITY LEASES THE PROPERTY TO OUR ACCOUNTING FIRM FOR OPERATIONS IN MIDLAND, TX TO SERVICE OUR MIDLAND, TX CLIENTS. 6) Haynie & Company~'NIR'~5000 E UNIVERSITY STE 3~ODESSA~TX~79762~Accounting Services/Tax Preparation~Other~9/1/2020~120hrs~0hrs~Manage and Operate the Odessa office| 7)JOE L TORRES FAMILY II LLC; Owner; ASSET MANAGEMENT; NIR; 1; 02/15/2018; 5000 E UNIVERSITY SUITE 3 ODESSA TX 79762; Oversee the transfer/administration of personal assets transferred into this entity. 8)JOE L TORRES FAMILY II LLC (1); Owner; ASSET MANAGEMENT; NIR; 1; 02/15/2018; 5000 E UNIVERSITY SUITE 3 ODESSA TX 79762; AS PRESIDENT/MAJORITY OWNERSHIP MEMBER, I WILL HELP DECIDE ABOUT POTENTIAL CLOSELY HELD BUSINESS INTERESTS AND OTHER PASSIVE ACTIVITIES. 9)MedCash.com, Inc.; Treasurer/Comptroller; Other; NIR; 08/31/2000; 5000 E University, Suite 3 Odessa TX 79762; Medical Billings 10)Haynie & Company (1); Other; ~ ; Public Accounting--Accounting, Auditing, and Tax Services; IR; 0; 5000 E UNIVERSITY STE 3 ODESSA TX 79762; ~ ;Manage and Operate the Odessa office

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-18

Designations

• Personal Financial Specialist