Jaime Torres
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jaime Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Jaime earned his Bachelor's Degree from the University of California System. He is bilingual in Spanish and English.
Jaime specializes in areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. His approach centers on building long-term relationships by understanding the goals that matter most to his clients and their families, leveraging the resources and technology available through Merrill Lynch to deliver goals-based wealth management strategies.
Beyond his professional role, Jaime is involved in community service through organizations such as the Peninsula YMCA and Ronald McDonald House Charities of San Diego. He enjoys personal interests including cooking, fishing, football, hiking, music, reading, soccer, spending time with his family, traveling, and watching movies.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Retirement income strategy
Charitable giving & philanthropy
Equity Recipients (RS/RSU, SOP, ESPP)
Family Business
Occupation focus
Executive
Demographic focus
Parents
Work history
Bank of America, N.A.
2024 - Present (2 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2024 - Present (2 years)
Walgreens
2019 - 2022 (3 years)
Home Depot
2011 - 2018 (7 years)
BANK OF AMERICA
2006 - 2024 (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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