Jorge
Romero

Destiny Wealth Partners, LLC

CRD#5420761
Investment Advisor
in The Villages, FL

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About this Advisor

Jorge Romero is a financial advisor based in The Villages, Florida, working with Destiny Wealth Partners, LLC. Jorge has previously held positions at Suntrust Investment Services, Inc, Ruggie Capital Group, Destiny Wealth Partners, and Cwm, LLC. Jorge has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jorge is part of Destiny Wealth Partners, LLC, which operates out of The Villages, Florida. The firm has 3 offices and 21 employees. The firm manages assets totaling $996.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Destiny Wealth Partners, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

2520 Burnsed Blvd
The Villages, FL 32163

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Destiny Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$996,817,259

FL Average: $1,855,561,029
Total Number of Employees

21

FL Average: 62
Total Number of Accounts

3,086

FL Average: 2,474
Average Account Size

$323,013

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers

Jorge Romero Work History

2017 - Present (8 years)

Destiny Wealth Partners

2018 - 2020 (2 years)

Cwm, LLC

2015 - 2021 (6 years)

Ruggie Capital Group

2007 - 2015 (8 years)

Suntrust Investment Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jorge 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 Destiny Wealth Partners, LLC

Bradford Kerr
Tavares, FL
Morgan Hatfield
Tavares, FL
Christopher Nichols
Tavares, FL
Carol Mulcahy
Tavares, FL
Stefan Astheimer
Winter Park, FL
Audrey Mancuso
Tavares, FL
Louis Shinaman
Tavares, FL
Jeremiah Wassmer
Tavares, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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