Zulema Romo
Investment adviser representative at USAA Investment Services Company
12 yearsExperience
1 stateRegistered in
$0Firm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- USAA Investment Services CompanyFeb 2026 to now
- USAA Life Insurance CompanyFeb 2026 to now
- UnemployedSep 2025 to Feb 2026
- J.P. Morgan Securities LLCAug 2022 to Aug 2025
- JPMorgan Chase Bank, NA.Aug 2022 to Aug 2025
- UnemployedOct 2021 to Jul 2022
- JP Morgan Chase Bank, N.A.May 2018 to Sep 2021
- JP Morgan Securities, LLCMay 2018 to Sep 2021
- JP Morgan Chase Bank N.A.Mar 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
USAA Investment Services Company
$0Assets managed
2,635Clients
110Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5765276
- Firm CRD
- 5475