# Jason Romero

> Jason Romero is a fee-only financial advisor at Asset Dedication in San Francisco, California. Asset Dedication reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-romero/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Asset Dedication
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.93B across 6,174 accounts
- **CRD:** 6170374 (https://adviserinfo.sec.gov/individual/summary/6170374)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2015)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.assetdedication.com

## Frequently asked questions

### Is Jason Romero a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Asset Dedication reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Asset Dedication, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jason Romero based?

Jason Romero is based in San Francisco, California.

### Is Jason Romero registered with the SEC?

Yes. Jason Romero is registered as an investment adviser representative in CA (CRD 6170374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Asset Dedication manage?

Asset Dedication reports $2.93B across 6,174 accounts in assets under management.

### How do I contact Jason Romero?

Through Jason's website, www.assetdedication.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6170374): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.