Joshua Edgardo Torres

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 09/2016 → 05/2018
  Capital One Investing
  Harahan, LA
• 08/2014 → 09/2016
  Capital One Bank
  Metairie, LA
• 05/2017 → 05/2018
  Capital One Advisors, Llc
  Harahan, LA
• 05/2018 → 07/2022
  Hancock Whitney Investment Services, Inc.
  Marrero, LA
• 05/2018 → 07/2022
  Hancock Whitney Bank
  Marrero, LA
• 08/2022 → 10/2024
  First Horizon Advisors
  Metairie, LA
• 10/2024 → Present
  Wells Fargo Clearing Services, Llc
  Metairie, LA

Previous Registrations

• 2022-08-01 → 2024-10-15
  First Horizon Advisors, Inc.
  Metairie, LA
• 2018-05-03 → 2022-07-27
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  Marrero, LA
  Gretna, LA
• 2017-05-10 → 2018-05-07
  Capital One Advisors, Llc
  Harahan, LA
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2017-05-09

Other Names

• Joshua Torres