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Henry Octavio Romero

Edward Jones

South Burlington, VT

CRD 7187907

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-28
VT RA APPROVED 2026-07-06
  • TX RA
    APPROVED
    Since 2026-08-28
  • VT RA
    APPROVED
    Since 2026-07-06

Branch Locations

2004 Williston Rd, South Burlington, VT 05403-6054 • 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
Edward Jones South Burlington VT 10/2019 Present
United Nations Gift Center New York NY 12/2015 10/2019
  • 10/2019 → Present
    Edward Jones
    South Burlington, VT
  • 12/2015 → 10/2019
    United Nations Gift Center
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-30
  • S66 Uniform Combined State Law Examination
    2026-06-30

View on SEC IAPD

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