Jason
Romano

Moss Adams Wealth Advisors LLC

CRD#2448726
Investment Advisor
in Los Angeles, CA
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About this Advisor

Jason Romano is a certified financial planner located in Los Angeles, California. Currently an advisor with Moss Adams Wealth Advisors LLC, Romano has 18 years of experience as an investment advisor. Romano maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Romano is registered to work with investors in California. Romano has gained experience at Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Moss Adams Wealth Advisors LLC is headquartered in Los Angeles, California, and has nine additional brick-and-mortar locations in the country. In total, Moss Adams Wealth Advisors LLC oversees $2 billion in assets throughout 3,363 client accounts and retains more than 50 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 3,187 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 32% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Moss Adams Wealth Advisors LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

11766 Wilshire Boulevard Suite 900
Los Angeles, CA 90025

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Moss Adams Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$2,353,326,665

CA Average: $3,566,627,242
Total Number of Employees

50

CA Average: 46
Total Number of Accounts

3,363

CA Average: 1,499
Average Account Size

$699,770

CA Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jason Romano Work History

Jason has 18 years of experience.

2005 - Present (14 years)

Moss Adams Securities & Insurance LLC

2000 - Present (19 years)

Moss Adams Wealth Advisors LLC

Disclosures

Jason Romano has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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