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RIA / WealthAdvisor12 years in industry

JESUS ROBERTO TORRES

Advisor at BELPOINTE ASSET MANAGEMENT LLC

RENO, NV | Hutchins, TX

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Search this name across graphsid dfx:ria:8f8fed4a-e405-eec3-3f2a-dd885a74ebdf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jun 6, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BELPOINTE ASSET MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jun 6, 2020
First registration: Jun 6, 2020
Dual registered: no
IAPD individual key: 5633346

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	Jun 5, 2024	n/a	yes	Hutchins, TX\|RENO, NV	Current employment
IRC WEALTH	Independent wealth	Jan 18, 2023	Aug 1, 2023	no	HUTCHINS, TX	Previous registration
HOWARD FINANCIAL SERVICES, LTD.	Independent wealth	Feb 10, 2022	Nov 1, 2022	no	DALLAS, TX	Previous registration
BALEFIRE, LLC	Independent wealth	Jun 9, 2021	Jan 26, 2022	no	DALLAS, TX	Previous registration
FISHER INVESTMENTS	Independent wealth	Jun 6, 2020	May 5, 2021	no	PLANO, TX\|PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IRC WEALTH	BELPOINTE ASSET MANAGEMENT LLC	Aug 1, 2023	Jun 5, 2024	309	Firm change	RIA to RIA
HOWARD FINANCIAL SERVICES, LTD.	IRC WEALTH	Nov 1, 2022	Jan 18, 2023	78	Firm change	RIA to RIA
BALEFIRE, LLC	HOWARD FINANCIAL SERVICES, LTD.	Jan 26, 2022	Feb 10, 2022	15	Firm change	Other
FISHER INVESTMENTS	BALEFIRE, LLC	May 5, 2021	Jun 9, 2021	35	Firm change	Other

Relationships

Registered with (5)

→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 5, 2024 to presentfactForm ADV
→ IRC WEALTHRegistered adviserregistration: previous registration
Jan 18, 2023 to Aug 1, 2023factForm ADV
→ HOWARD FINANCIAL SERVICES, LTD.Registered adviserregistration: previous registration
Feb 10, 2022 to Nov 1, 2022factForm ADV
→ BALEFIRE, LLCRegistered adviserregistration: previous registration
Jun 9, 2021 to Jan 26, 2022factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jun 6, 2020 to May 5, 2021factForm ADV

Dated events

Occurred
Aug 1, 2023
Advisor changed firm
Jesus Roberto Torres left Irc Wealth for Belpointe Asset Management Llc (registered 2024-06-05)
Form ADVobserved 6 days ago
Occurred
Nov 1, 2022
Advisor changed firm
Jesus Roberto Torres left Howard Financial Services, Ltd. for Irc Wealth (registered 2023-01-18)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2022
Advisor changed firm
Jesus Roberto Torres left Balefire, Llc for Howard Financial Services, Ltd. (registered 2022-02-10)
Form ADVobserved 6 days ago