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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Romano is a financial advisor with Moss Adams Wealth Advisors LLC. Jason has been in the financial industry for over 20 years. Jason specializes in providing financial planning, portfolio management, and pension consulting services. Jason is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 65 licenses. Jason has experience working with individuals, families, businesses, and institutions. Jason is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/03/2002 - Present
Moss Adams Wealth Advisors LLC (LOS ANGELES CA)
CA
12/13/2005 - 09/30/2020
MOSS ADAMS SECURITIES & INSURANCE LLC (Woodland Hills CA)
CA
10/31/2005 - 12/06/2005
AIG FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
AZ
12/21/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IN
06/01/1998 - 12/04/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
04/08/1998 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
03/15/1996 - 01/07/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/15/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CA
10/28/1994 - 01/12/1996
LAZAR FREDERICK & COMPANY (BEVERLY HILLS CA)
IA
Issued 09/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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