Jesus Salvador Romero

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → Present
  Jesus Romero Cpa
  Dallas, TX
• 12/2015 → 09/2025
  Avantax Insurance Agency, Llc
  Dallas, TX
• 12/2015 → 09/2025
  Avantax Investment Services, Inc
  Dallas, TX
• 02/2012 → Present
  Jesus S Romero Cpa Pc
  Dallas, TX
• 01/2025 → Present
  Rental
  Dallas, TX
• 02/2025 → Present
  Commercial Rental Property
  Dallas, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dallas, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-10-13 → 2025-09-05
  Avantax Advisory Services
  Garland, TX
  Dallas, TX
  Dallas, TX

Other Businesses

1)Jesus S. Romero CPA PC 12655 N Central Expwy, Ste 700~Dallas~TX~75243~Tax Preparation/Accounting~Owner/Sole Proprietor~5/1/2012~100hrs~36hrs~Offers tax, accounting, bookkeeping and business advisory services to clients. 2) Casa View Assembly of God 9949 Ferguson Rd~Dallas~TX~75228~Other~Other~7/14/2019~5hrs~0hrs~I will need to prepare a curriculum for my class as a guide| 3) THE TAX FLOW LLC POSITION: Creater/Owner NATURE: I created a mobile app to track the tax returns in my office during tax season. I would like to create a corporation to resale subscriptions to the public. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2021 ADDRESS: 12655 N Central Expy Ste 700, Suite 119, Dallas TX 75243, DESCRIPTION: This tax tracking App is currently only for my office. I hired a software company last year to take my excel spreadsheet and put on the web that can be accessed from any location with internet access. Working out the bugs but should be ready to go live in the Winter 2021. 4) JESUS S ROMERO CPA PC POSITION: Owner NATURE: CPA FIRM THAT WILL SUBLEASE EXTRA OFFICE SPACE TO TENANTS, SIMILAR TO AN EXECUTIVE SUITE INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2023 ADDRESS: 2722 W. Kingsley Road, Suite 119, Garland TX 75041, United States DESCRIPTION: TENANTS WOULD PAY ME RENT AND WE PROVIDE THEM AN OFFICE SPACE, A SHARED RECEPTIONIST, CONFERENCE ROOM AND COPY ROOM 5) SACHSE LADY MUSTANG ATHLETICS BOOSTER CLUB POSITION: Board Member - treasurer NATURE: Booster club created to support the Sachse High School female athletes thru various fund raisers and events. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2023 ADDRESS: 2722 W. Kingsley Road, Suite 119, Garland TX 75041, United States DESCRIPTION: Responsible to the cash collection and deposits of all school fund raisers and spirit wear sales. Will present monthly results to the board and parents. I will not be involved in any fundraising events. 6) LANDON HILARIO FOUNDATION POSITION: Treasurer NATURE: Introduce minorities and economically challenged youth to the sport of golf and help them become exposed to the sport of golf in a fun and positive way. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/04/2024 ADDRESS: 12801 N Central Expy, Ste 1220, Dallas TX 75243, United States DESCRIPTION: Assist with the accounting and business administration of the foundation 7) RENTAL POSITION: Owner NATURE: I rent office space to other professionals INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 12801 N Central Expy, Ste 1220, Dallas TX 75243, United States DESCRIPTION: Share office space with Don Townsend - Recruiter, Larry Willig - CPA, Julissa Romero - Diagnostician. I collect rent, maintain space, provide phone, internet and a receptionist. 8) COMMERCIAL RENTAL PROPERTY POSITION: Owner NATURE: I would like to buy land and build RV and boat storages in Texas or buy existing RV parks and modernize. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/10/2025 ADDRESS: 12801 N Central Expy, Ste 1220, Dallas TX 75243, United States DESCRIPTION: I would be responsible for all the investment of capital and securing any business loans. I would hire and manage property managers and maintenance personnel and office managers to do the day-to-day activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-08-23

Designations

• Personal Financial Specialist