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Jason Allen Romph

LEE Financial Company, LLC

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About Jason Allen Romph

Jason Romph is a registered Investment Advisor Representative associated with LEE Financial Company, LLC. Jason holds a Series 7 General Securities Representative and a Series 66 Uniform Combined State Law Examination. Jason has previous experience with RBC Capital Markets, LLC and USAA Financial Advisors, Inc. Jason's current firm offers investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Jason Romph is currently registered with LEE Financial Company, LLC. LEE Financial Company, LLC is a registered investment advisor located in Dallas, Texas. The firm manages approximately $1 billion to $10 billion in assets and provides investment advice to a variety of clients, including individuals, pensions, profit-sharing plans, trusts, estates, charities, corporations, and businesses. The firm also offers financial planning and portfolio management services.
LEE Financial Company, LLC

8350 N. CENTRAL EXPRESSWAY

DALLAS, TX 75206

$1.34B

Assets Under Management

4

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses

Investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Romph’s Registration & Firm History

TX

07/29/2011 - Present

LEE Financial Company, LLC (DALLAS TX)

TX

04/14/2010 - 02/04/2011

RBC CAPITAL MARKETS, LLC (DALLAS TX)

TX

02/09/2010 - 03/31/2010

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

02/21/2008 - 12/31/2009

RBC CAPITAL MARKETS CORPORATION (DALLAS TX)

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Licenses & Designations

BOTH

Issued 03/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jason Allen Romph. Review regulatory record here.
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