Jason Robert Romero
Investment adviser representative at Asset Dedication, LLC
13 yearsExperience
1 stateRegistered in
$2.9BFirm assets
15 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Asset Dedication, LLCMay 2018 to now
- Genovese Burford & BrothersJan 2013 to May 2018
- Royal AllianceJan 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Asset Dedication, LLC
$2.9BAssets managed
1,998Clients
11Advisers
15 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
- 6170374
- Firm CRD
- 151988