Advisor at Madison Avenue Securities, LLC
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.
Firm
Madison Avenue Securities, LLC
Location
Kingsburg, CA 93631
Credentials
Series 63, Series 65
Industry experience
32 years
Fixed fee for one-time financial plans, portfolio analysis, and investment policy statements (amounts negotiable/not specified)
$0+: 0.50% to 2.00% annually - Fee Plus Transaction Charge Program (negotiable within this range) $0+: 0.50% to 2.25% annually - Standard Wrap Program (negotiable within this range) $10,000+: wrap fee based on percentage of AUM - AE Wealth Management Program $10,000 - $50,000: mutual fund or ETF asset allocation portfolios - Envestnet Program minimums $100,000+: equity strategies - Envestnet Program minimums $250,000+: fixed-income strategies - Envestnet Program minimums $150,000+: multi-sleeve portfolios - Envestnet Program minimums $60,000+: Market Series QP portfolios - Envestnet Program minimums $100,000+: Factor Enhanced QP portfolios - Envestnet Program minimums
Commissions earned by IARs on sales of securities and insurance products separately from advisory fees
Hourly Financial Consulting fees (specific rates not disclosed)
Account minimum: $10,000 Fee-only: Hourly Financial Consulting (hourly fees, amounts not specified) and Fixed Fee Services (one-time financial plans and annual financial plans, fees negotiable)
Randal L Atwell Insurance Services, Inc.
2008 - Present (18 years)
Madison Avenue Securities, Inc.
2007 - Present (19 years)
SELF EMPLOYED
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Selma, CA
Merrill
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.
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