Jose Edgar Torres

Employer firm

Impact Partnership Wealth, LLC CRD 313928

$2.96B regulatory AUM

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

• 02/2024 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 07/2017 → Present
  Bloom Financial Llc
  Leander, TX
• 12/2013 → 06/2017
  Advanced Financial Strategies
  Austin, TX
• 07/2019 → 12/2020
  Vivint Solar
  San Diego, CA

Other Businesses

1) Bloom Financial LLC; Yes Investment Related; 1460 E Whitestone Blvd Cedar Park, TX 78641; Sell Life Insurance and Annuities; Advisor; 7/2017; 120hrs/Mo Devoted; 100hrs/Mo Devoted during Securities Trading Hours; Prospecting/lead generation, client consultation, product presentation, application processing, policy servicing, relationship management, continuing education. 2) RV Share and Outdoorsy; Non Investment Related; Leander, TX; Rent out personal RV; Host; 7/2022; 10hrs/Mo Devoted; 5hrs/Mo devoted during Securities Trading Hours; Prepare RV for rentals by cleaning and maintaining the RV. 3) Association of Financial Consultants; Not Investment Related; Leander, TX; Non-profit organization; Member; 10/2024; 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Association of Financial Consultants provides educational workshops and classes at no cost or obligation to the attendees. 4) Estate Planning Documents Services; Not Investment Related; 1460 E. Whitestone Blvd, Suite 220, Cedar Park, TX 78613; Estate Planning; Facilitator; 5/14/2026; Approx. 20hrs/Mo; Approx. 20hrs/Mo during Securities Trading Hours; Introduce, Coordinate, and Provide Access to platform for clients to prepare estate planning documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-01