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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Romo is a registered investment advisor representative, with Victory Capital Management Inc. based in San Antonio, Texas. Jennifer has been in the industry since 2008 and holds Series 63, 65, 7 and SIE licenses. Jennifer has experience working with USAA Financial Advisors, Inc. and USAA Investment Management Company. Jennifer specializes in providing financial advice and investment management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/04/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
01/25/2008 - 07/08/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/01/2015 - 10/21/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 07/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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