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Jorge Abel Romero

U.s. Bancorp Investments, Inc.

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About Jorge Abel Romero

Jorge Romero is a financial advisor with U.S. Bancorp Investments, Inc. based in Fountain Valley, California. Jorge has been a registered representative for over 15 years and has experience in providing financial planning and portfolio management services. He is currently registered with FINRA and the state of California. Jorge has previously worked with JP Morgan Securities LLC and Chase Investment Services Corp.

Firm Information

Jorge Romero is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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.

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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percentage of assets

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

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other

12b-1,networking&shareholder serv,product partner arrangements

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Jorge Romero’s Registration & Firm History

CA

03/06/2015 - Present

U.s. Bancorp Investments, Inc. (Fountain Valley CA)

CA

10/01/2012 - 03/19/2015

J.P. MORGAN SECURITIES LLC (SANTA ANA CA)

CA

05/02/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SANTA ANA CA)

CA

04/18/2007 - 05/02/2009

WAMU INVESTMENTS, INC. (REDONDO BEACH CA)

NJ

03/25/2004 - 01/09/2006

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 04/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jorge Abel Romero. Review regulatory record here.
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