DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jessica Linnet Romero
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Jessica Linnet Romero
At current firm
1 y
since Mar 31, 2025
In the industry
15 y
since Oct 18, 2010 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Valrico, Fl
- Fidelity Personal And Workplace Advisors formerNov 4, 2022 to Mar 31, 2025 · Riverview, Fl
- Usaa Investment Services Company no RAUMJan 8, 2018 to Jul 28, 2022 · San Antonio, Tx
- Usaa Financial Planning Services formerJul 22, 2016 to Jan 8, 2018 · Tampa, Fl
- Ameriprise Financial Services, LLC national BDAug 12, 2011 to Jun 9, 2016 · Tampa, Fl
- Morgan Stanley wirehouseNov 9, 2010 to Aug 17, 2011 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Usaa Investment Services Company to Fidelity Personal And Workplace Advisorsleft Jul 28, 2022, registered Nov 4, 2022 (99 days) · Other
- Usaa Financial Planning Services to Usaa Investment Services Companyleft Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
- Ameriprise Financial Services, LLC to Usaa Financial Planning Servicesleft Jun 9, 2016, registered Jul 22, 2016 (43 days) · Other
- Morgan Stanley to Ameriprise Financial Services, LLCleft Aug 17, 2011, registered Aug 12, 2011 (-5 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Jessica Linnet Romero left Usaa Investment Services Company for Fidelity Personal And Workplace Advisors (registered 2022-11-04)Jul 28, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address