Unclaimed Profile

John Martin Torrence

MASSO TORRENCE WEALTH MANAGEMENT INC.·MARLTON, New Jersey

SIE, Series 7, Series 30, Series 31, Series 63, Series 65Clean record23 years registeredMASSO TORRENCE WEALTH MANAGEMENT INC.

270 N ELMWOOD ROAD, MARLTON, NJ 08053CRD# 2498750Firm CRD# 311097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Martin Torrence · MARLTON, NJ

Registration

CRD #2498750 · MASSO TORRENCE WEALTH MANAGEMENT INC. · 23 years registered

Brand Profile

Not yet started

Career History

FARTHER

Oct 2025 – present

MASSO TORRENCE WEALTH MANAGEMENT INC.

Jan 2021 – Nov 2025

MARLTON, NJ

COMMONWEALTH FINANCIAL NETWORK

Jan 2008 – Dec 2020

MARLTON, NJ

UBS FINANCIAL SERVICES INC.

Oct 2002 – Jan 2008

MT. LAUREL, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 30

Series 31

Series 63

Series 65

Registration record

First registered · October 24, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MASSO TORRENCE WEALTH MANAGEMENT INC.

CRD 311097 · SEC 801-119843

AUM

$248M

Regulatory assets under management

Employees

621 client accounts

Services offered by MASSO TORRENCE WEALTH MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MASSO TORRENCE WEALTH MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does John Martin Torrence offer?

John Martin Torrence specializes in Financial Planning, Investment Management. Contact their office in MARLTON, New Jersey for a consultation.

What are John Martin Torrence's credentials?

John Martin Torrence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Martin Torrence located?

John Martin Torrence is based in MARLTON, New Jersey, working with MASSO TORRENCE WEALTH MANAGEMENT INC.. Their office serves clients in the MARLTON metropolitan area and surrounding communities.

How does John Martin Torrence charge for services?

John Martin Torrence's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MASSO TORRENCE WEALTH MANAGEMENT INC.?

MASSO TORRENCE WEALTH MANAGEMENT INC. has approximately 5 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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