Jesus Romero is a PFS-designated registered investment advisor, based in Dallas, TX, with 16 years of industry experience.
Location
12801 N Central Expy, Suite 1220, Dallas, TX, 75243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jesus is a CPA and owner of Jesus S. Romero CPA PC, offering tax and accounting services, and also created a tax tracking mobile app. He is also involved with a church, a booster club, a foundation, and rents office space to other professionals, and is an agent for Avantax Insurance Agency.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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