Jonathan Romero Jr

Jonathan Edwards Romero Jr

Managing Director

FINRA BrokerCheck
  • CA License: #0K57362

875 3rd Ave Fl 23,
New York, NY 10022
212-812-0587 Visit my website

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 their life and beyond.

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