Jesus
Torres

Irc Wealth

CRD#5633346
Investment Advisor
in Hutchins, TX

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About this Advisor

Jesus Torres is a financial advisor based out of Hutchins, Texas. Torres is currently employed by Irc Wealth. Over the course of their career, they have held roles at Fisher Investments, Scotiabank, Visionpoint Advisory Group, Howard Financial Services, Inc and Irc Wealth. Torres has a Series 65 license, certifying them as an investment advisor representative, and can work in Texas. Irc Wealth is a firm based out of Atlanta, GA. It controls $432 million in assets under management among its 891 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 891 accounts, 38% are associated with high-net-worth individuals who have more than $1 million in assets. Irc Wealth performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on which service is offered. Fee types billed by Irc Wealth can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Hutchins, TX

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Irc Wealth Brokerage Details

Total Assets Under Management

$432,287,700

TX Average: $3,570,121,308
Total Number of Employees

9

TX Average: 58
Total Number of Accounts

891

TX Average: 1,608
Average Account Size

$485,171

TX Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jesus Torres Work History

Jesus has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Irc Wealth

2022 - 2022 (< 1 year)

Howard Financial Services, Inc

2021 - 2021 (< 1 year)

Visionpoint Advisory Group

2020 - 2021 (1 year)

Fisher Investments

2014 - 2019 (5 years)

Scotiabank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jesus Torres to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Irc Wealth

Jesus Torres
Hutchins, TX
Zijia Fu
Boston, MA
Carol Cho
Jersey City, NJ
Tiffany Hedemark
Atlanta, GA
Evan Murphy
Atlanta, GA
Amy Getz
Atlanta, GA
David Ragland
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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