Jason Enrico Romero
Investment adviser representative at Southstate Private Capital Management LLC
21 yearsExperience
2 statesRegistered in
$5BFirm assets
13 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.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Southstate Private Capital Management LLCJan 2026 to now
- UnemployedSep 2025 to Jan 2026
- Innovest Portfolio SolutionsMay 2023 to Sep 2025
- UnemployedNov 2022 to May 2023
- JPMorgan Chase Bank NAMar 2018 to Nov 2022
- JPMorgan Securities LLCMar 2018 to Nov 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2018
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo Bank, N.A.Jul 2005 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Southstate Private Capital Management LLC
$5BAssets managed
712Clients
29Advisers
13 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
- 5866430
- Firm CRD
- 165306