Juan Marcelo Romero

Employer firm

Encompass More Asset Management LLC CRD 322382

$985M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

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

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

Current Employers

Employment History

• 08/2026 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 09/2015 → 06/2019
  High School For Arts And Business
  Corona, NY
• 02/2025 → Present
  Income Lab
  Denver, CO
• 05/2021 → 02/2025
  Td Bank
  Rockaway, NY
• 11/2020 → 05/2021
  Walgreens
  Whitestone, NY
• 06/2020 → 10/2020
  College Bridge For All
  Elmhurst, NY
• 08/2019 → 05/2023
  John Jay College Of Criminal Justice
  New York, NY

Other Businesses

Income Lab, Not Investment-related. Address: 1301 Arapahoe St #105, CO 80401. Does not directly work with investments but is a software company for financial advisors to use for financial planning. I am an account Manager, started with them on February 2025 where I work 160 hours/month. I work for them during the entire securities trading hour, but not affecting securities in any way. As an Account Manager I meet with advisors to answer questions on the software, help teach them how to use it, and troubleshoot any problems.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-22