Reed Patrick Romo
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Oct 2025 to now
- Raymond James Financial Services, Inc.Oct 2025 to now
- Cetera Investment Advisers LLCMar 2024 to Oct 2025
- Cetera Wealth Services, LLCOct 2023 to Oct 2025
- UnemployedSep 2023 to Oct 2023
- University of California - Santa BarbaraOct 2020 to Sep 2022
- Saddleback CollegeAug 2018 to May 2020
- Craft HouseMar 2018 to Sep 2023
- Dana Hills High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7735962
- Firm CRD
- 149018