Justin Romo, financial advisor Yuba City CA

Justin Romo

CRD Number: 7435175
Current Firm: Brookstone Capital Management LLC

Justin Romo (CRD# 7435175) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Yuba City, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Brookstone Capital Management Wheaton, IL Aug 2021 - Current 2
Colliers International Sacramento, CA Feb 2019 - Current 5
The John Stewart Company Sacramento, CA May 2018 - Jan 2019 < 1
Pacific Cove Appraisals Rocklin, CA Jul 2016 - May 2018 1
Religious Order Of Jehovah's Witnesses Brooklyn, NY Oct 2010 - Jul 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for Justin Romo
Phone Number: 630-653-1400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,843
    MILLIONS
  • Total Number of Accounts
    68,500
    ACCOUNTS
  • Average Account Value
    $129,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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