Joseph James Romei

Current Employers

Employment History

• 11/1972 → Present
  Joseph J. Romei, Cpa, Llc
  Wayne, NJ
• 06/2005 → 03/2018
  Next Financial Group, Inc
  Wayne, NJ
• 12/2017 → 12/2018
  Wayne Wealth Management, Llc
  Wayne, NJ
• 12/2017 → 12/2018
  Wayne Wealth Management, Llc
  Wayne, NJ
• 10/2025 → Present
  Newedge Advisors, Llc
  New Orleans, GA
• 12/2018 → Present
  Wayne Wealth Management Inc
  Vero Beach, FL
• 12/2018 → Present
  Wayne Wealth Management Inc
  Vero Beach, FL

Previous Registrations

• 2018-04-02 → 2025-12-31
  Wayne Wealth Management, Inc.
  Wayne, NJ
  Vero Beach, FL
  Wayne, NJ
  Vero Beach, FL
• 2005-07-01 → 2018-04-02
  Next Financial Group, Inc.
  Vero Beach, FL
  Wayne, NJ
• 2002-08-19 → 2005-11-10
  Asset & Financial Planning, Ltd
  Wayne, NJ

Other Businesses

1. Mr. Romei conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Emeritus Wealth Group. Mr. Romei is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Mr. Romei is a licensed insurance agent/broker. He may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. Romei, as a fiduciary, will act in the client's best interest. 3. Mr. Romei is the owner of Joseph J Romei CPA LLC. He prepares and files taxes for clients. Mr. Romei devotes 20 hours per month to this activity during trading hours. 4. Mr. Romei is the owner of Wayne Wealth Management Inc, a registered investment advisor. The business is in the process of being wound down and closed.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-02-07
• S65 Uniform Investment Adviser Law Examination
  2002-08-09

Other Names

• Joe Romei