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portrait of Jessica Torres-Baltazar
FINANCIAL ADVISOR

Jessica Torres-Baltazar

CEPA®, AAMS™
153 SW 5th St Suite 2, Redmond, OR 97756opens in a new window
CallSend Me a Message

About Jessica

"You have to have money to make money." I grew up hearing this, believing investing was only for the "rich." It wasn't something my family did. As a first-generation college student, I am a proud graduate of Portland State University with a BA degree in business administration-finance. My experience and education taught me investing is for everyone! Whether you are a long-term experienced investor or brand new to organizing your finances, there is a need and I would be honored to partner with you in achieving your personal financial goals.

In 2008, I found my forever career with Edward Jones. I...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Hispanic Family Finances

Work History

  • Edward JonesJuly 2008 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Portland State UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Board Games
  • Community Outreach
  • Traveling

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(541) 548-7474

Fax

(877) 222-4206

Office Address

153 SW 5th St Suite 2
Redmond, OR 97756opens in a new window

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