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Jennifer Marie Romo

Victory Capital Management Inc.

San Antonio, TX

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Current Employers
Victory Capital Management Inc.

15935 La Cantera Pkwy, San Antonio, TX 78256 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-04
  • TX RA
    APPROVED
    Since 2021-06-04

Branch Locations

15935 La Cantera Pkwy, San Antonio, TX 78256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. San Antonio TX 10/2007 06/2019
Usaa Financial Planning Services San Antonio TX 04/2013 06/2019
Usaa Investment Management Company San Antonio TX 01/2018 06/2019
Fis San Antonio TX 07/2019 12/2019
Victory Capital Advisers Brooklyn OH 01/2020 Present
  • 10/2007 → 06/2019
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 04/2013 → 06/2019
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 06/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 07/2019 → 12/2019
    Fis
    San Antonio, TX
  • 01/2020 → Present
    Victory Capital Advisers
    Brooklyn, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-07
S63 Uniform Securities Agent State Law Examination 2008-03-10
  • S65 Uniform Investment Adviser Law Examination
    2008-07-07
  • S63 Uniform Securities Agent State Law Examination
    2008-03-10
Other Names
  • Jennifer Romo

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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