Jorge Romero has been an investment adviser representative at Destiny Wealth Partners since August 2017, and is not listed among the firm’s executive officers or direct owners. Jorge Romero holds a Bachelor of Arts in Political Science from the University of Central Florida.
Destiny Wealth Partners, LLC is a Tavares, FL firm with $947M under management, 939 clients and 11 advisers across 5 offices, as of its June 2026 filing.
Jorge A. Romero is Managing Partner and Senior Wealth Advisor of Destiny Wealth Partners. He works with clients and their families on wealth management solutions covering lifestyle funding and cash flow, estate planning, risk management, family governance and philanthropic planning. He also co-leads the firm's Investment Committee, which covers investment policy, asset allocation, manager selection and portfolio monitoring.
Jorge Romero’s longest registration is the current one, 9 years at Destiny Wealth Partners since 2017. Before joining Destiny Wealth Partners in 2017, Jorge Romero was registered through Ruggie Wealth Management and Suntrust Investment Services, Inc.
- Destiny Family OfficeAlso current– present · under a yearTavares, FL · Adviser representative · Firm CRD 338015
- CWM, LLC– · 1 yearThe Villages, FL · Adviser representative · Firm CRD 155344
- Ruggie Wealth Management– · 5 yearsThe Villages, FL · Adviser representative · Firm CRD 145595
- Suntrust Investment Services, Inc.– · 6 yearsClermont, FL · Adviser representative · Firm CRD 17499
Professional designations
Listed by Destiny Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jorge Romero is registered as an investment adviser representative in Florida, since August 2017.
- FloridaSince 9 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 February 2009 |
| Series 7 | General Securities Representative Examination | 13 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jorge A Romero
- CRD
- 5420761
- Firm
- Destiny Wealth Partners · CRD 171346
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- destinywealth.com
Where does Jorge Romero work?
Jorge Romero is an investment adviser representative registered through Destiny Wealth Partners, LLC since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jorge Romero a financial advisor?
Yes. Jorge Romero has a current investment-adviser registration in Florida, through Destiny Wealth Partners since August 2017.
How many years of experience does Jorge Romero have?
Jorge Romero has 17 years in the financial industry, since March 2009, across 5 adviser firms.
What exams has Jorge Romero passed?
Jorge Romero has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2008. FINRA credited Jorge Romero with the SIE, which began in October 2018.
Where did Jorge Romero work before Destiny Wealth Partners?
Before Destiny Wealth Partners, Jorge Romero was registered through Suntrust Investment Services, Inc., March 2009 to March 2015.
Is Jorge Romero registered with FINRA?
No. Jorge Romero has no current broker registration.
Is Jorge Romero a CFP?
Destiny Wealth Partners lists Jorge Romero with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jorge Romero’s record?
Search CRD 5420761 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jorge Romero’s full registration record.
