Susana Torres
Also appears in the source record as: Susana Perez; Susana Palma; Susana Torres
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- SIESeries 7Series 65Series 63
- Registered states (20)
- Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Michigan · Mississippi · New Mexico · New York · North Dakota · Oklahoma · Oregon · South Carolina · Texas · Virginia · Washington
- Years in the industry (source record)
- 25
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Edward Jones
- Firm CRD
- 250
- SEC number
- 801-3297
- Assets under management
- $1.0T as of Jun 29, 2026
- Website
- www.twitter.com/EDWARDJONES ↗
- Phone
- 314-515-2000
- Firm location
- St. Louis, MO, 63131
Employment history (14)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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Victory Capital Management Inc.San Antonio, TX · IA capacityJun 9, 2021 → Jun 27, 2022
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Victory Capital Services, Inc.San Antonio, TX · BC capacityJun 9, 2021 → Jun 27, 2022
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Fidelity Personal And Workplace AdvisorsSan Antonio, TX · IA capacityJan 22, 2021 → May 20, 2021
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Fidelity Brokerage Services LLCSan Antonio, TX · BC capacityJan 20, 2021 → May 17, 2021
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Charles Schwab & Co., Inc.San Antonio, TX · IA capacityMay 23, 2020 → Jan 20, 2021
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Charles Schwab & Co., Inc.San Antonio, TX · BC capacityMay 23, 2020 → Jan 20, 2021
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Usaa Investment Management CompanySan Antonio, TX · IA capacityJan 8, 2018 → May 24, 2020
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Usaa Financial Advisors, Inc.San Antonio, TX · BC capacityOct 28, 2008 → May 24, 2020
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Usaa Financial Planning ServicesSan Antonio, TX · IA capacityMay 18, 2009 → Jan 8, 2018
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Citigroup Global Markets Inc.San Antonio, TX · BC capacityDec 17, 2004 → Oct 16, 2008
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Citicorp Investment ServicesLong Island City, NY · BC capacityMay 21, 2001 → Jan 3, 2005
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.