Jason
Romero
Asset Dedication, LLC
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About this Advisor
Jason Romero is a financial advisor based out of San Francisco, California, with 1 year of industry experience. Romero is on the advisory team at Asset Dedication, LLC. Throughout their career, Romero has worked at Genovese Burford & Brothers, Royal Alliance and Asset Dedication. Romero has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Asset Dedication, LLC is a registered investment firm that has its headquarters in San Francisco, CA. It has offices in two locations and a total of 13 people on staff. It handles $2 billion in total assets among its 5,197 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises three charitable organizations. Of its 5,197 client accounts, 36% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees typically depend on the financial services offered. Fees billed by Asset Dedication, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Asset Dedication, LLC Brokerage Details
$2,097,582,492
13
5,197
$403,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jason Romero Work History
Jason has been registered as a financial advisor for 1 years.*
Asset Dedication
Genovese Burford & Brothers
Royal Alliance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Romero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Asset Dedication, LLC
San Francisco, CA
Ridgeland, MS
Ridgeland, MS
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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