Jonathan Romero

Jonathan Edwards Romero

Financial Advisor

FINRA BrokerCheck
875 3rd Ave Fl 23,
New York, NY 10022
212-867-8989 Visit my website Back to Advisors in New York

About my practice

I specialize in working with successful, driven professionals who are looking for financial education, a comprehensive plan, and a long-term relationship. My team and I focus on customized plans that include tax-efficient and wealth preservation strategies to help people build a strong financial foundation throughout life.Born and raised in NYC, I'm married with 2 children, and I live on the Upper East Side of Manhattan.

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