ZR
ZR
Zulema Romo
10 Years of Experience
Plano, TX
1 DisclosureBroker
Zulema Romo is a registered investment advisor at USAA Investment Services Company, based in Plano, TX, with 10 years of industry experience. Zulema is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Insurance Planning, Retirement Planning. Their firm serves 2,635 clients.
Compensation
N/A
Firm Size
105 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
7300 Parkwood Blvd., Building A, 3rd Floor, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
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Financial
June 2026Pending
Employment History
Current Registrations
USAA Investment Services CompanyBroker
March 2026 - Present · 7 mos
USAA Investment Services Company
March 2026 - Present · 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2022 - August 2025 · 2 yrs 11 mos
J.P. Morgan Securities LLC
September 2022 - August 2025 · 2 yrs 11 mos
J.P. Morgan Securities LLC
July 2018 - September 2021 · 3 yrs 2 mos
J.P. Morgan Securities LLCBroker
June 2018 - September 2021 · 3 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.Broker
May 2010 - October 2012 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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