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Jason Robert Romero

Asset Dedication, LLC

San Francisco, CA

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Current Employers
Asset Dedication, Llc

220 Montgomery Street #1098, San Francisco, CA 94104-3475 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-25
  • CA RA
    APPROVED
    Since 2024-11-25

Branch Locations

220 Montgomery Street #1098, San Francisco, CA 94104-3475 • 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
Genovese Burford & Brothers Sacramento CA 01/2013 05/2018
Royal Alliance Sacremento CA 01/2013 05/2018
Asset Dedication San Francisco CA 05/2018 Present
  • 01/2013 → 05/2018
    Genovese Burford & Brothers
    Sacramento, CA
  • 01/2013 → 05/2018
    Royal Alliance
    Sacremento, CA
  • 05/2018 → Present
    Asset Dedication
    San Francisco, CA
Previous Registrations
  • 2018-05-10 → 2021-12-31
    San Francisco, CA
  • 2016-10-25 → 2019-03-29
    Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Llc
    Sacramento, CA
Other Businesses

1) FOLSOM LAKE ASPHALT RACING POSITION: Driver NATURE: Sole Proprietorship, BrettParker owns Folsom Lake Asphalt Racing and I drive the racecar. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2016 ADDRESS: 7620 King Rd, Loomis CA 95650 DESCRIPTION: I drive the Racecar 2) GENOVESE BURFORD & BROTHERS ASSET MANAGEMENT POSITION: Trader NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/01/2016 ADDRESS: 1515 Response Rd., Sacramento CA 95815, United States; DESCRIPTION: I trade for the Fee based accounts under the direction of the advisors. 3) Prairie City QSAC Position: Founder and owner. Nature - Non-pro?t. A remote control car social club. Not investment related, anticipate 10 hours per month, and began on November 30, 2022.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-24
  • S66 Uniform Combined State Law Examination
    2015-04-24

View on SEC IAPD

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