Jason Robert Romano

CFP

Moss Adams Wealth Advisors LLC

30 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Moss Adams Wealth Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

1,203 clients

Average Client Portfolio

$4.0M average

Assets Under Management

$4.8B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.0M	1.00%
$2.0M - $5.0M	0.75%
$5.0M - $10.0M	0.50%
$10M+	0.25%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

11766 Wilshire Boulevard, Suite 900, Los Angeles, CA, 90025

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 1997

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Moss Adams Wealth Advisors LLC

October 2002 - Present · 23 yrs 4 mos

Previous Registrations

Moss Adams Securities & Insurance LLCBroker

December 2005 - September 2020 · 14 yrs 9 mos

Aig Financial Advisors, INC.Broker

October 2005 - December 2005 · 2 mos

Sentra Securities CorporationBroker

December 2000 - October 2005 · 4 yrs 10 mos

Lincoln Financial Advisors CorporationBroker

June 1998 - December 2000 · 2 yrs 6 mos

Cigna Financial Advisors,inc.Broker

April 1998 - June 1998 · 2 mos

John Hancock Distributors, INC.Broker

March 1996 - January 1998 · 1 yr 10 mos

John Hancock Mutual Life Insurance CompanyBroker

March 1996 - May 1997 · 1 yr 2 mos

Lazar Frederick & CompanyBroker

October 1994 - January 1996 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.