Jorge A. Romero

DESTINY WEALTH PARTNERS

Winter Park, FL 32789

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CRD#: 5420761

Professional summary

Jorge A Romero, CFP® is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Winter Park, Florida.

Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jorge has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge A Romero's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

August 9, 2017 - Present

DESTINY WEALTH PARTNERS, LLC

Office #1: 620 N. Denning Dr., Winter Park, FL 32789Office #2: 2520 Burnsed Blvd, The Villages, FL 32163

RIA

CRD#: 171346

Winter Park, FL

Current

October 28, 2025 - Present

Office #1: 2100 Lake Eustis Dr, Tavares, FL 32778

TAVARES, FL

Past

July 11, 2018 - July 1, 2020

CWM, LLC

RIA

CRD#: 155344

The Villages, FL

Past

April 6, 2015 - January 7, 2021

RUGGIE WEALTH MANAGEMENT

RIA

CRD#: 145595

THE VILLAGES, FL

Past

March 3, 2009 - March 27, 2015

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

CLERMONT, FL

Past

August 14, 2008 - March 27, 2015

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

CLERMONT, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DESTINY WEALTH PARTNERS, LLC

CRD#: 171346 / SEC#: 801-79789

RIA

Registered Investment Advisory firm - (5/28/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/9/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/23/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/13/2008

General Securities Representative Examination

Current Firm

DESTINY WEALTH PARTNERS, LLC

CRD#: 171346 / SEC#: 801-79789

RIA

Registered Investment Advisory firm - (5/28/2014 Approved)

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Contact information

Main Address

2100 Lake Eustis Dr., Tavares, FL 32778

Mailing Address

Phone number

(352) 343-2700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESTINY WEALTH PARTNERS WRAP BROCHURE (8/28/2025)

DESTINY WEALTH PARTNER PART 2A BROCHURE (8/28/2025)

Regulatory assets under management

Total Number of Accounts	3,030
AUM (Assets Under Management)	$ 1,125,679,810

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jorge A. Romero

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge A Romero's CRS (Customer Relationship Summary).

Certified licenses

Experience

CWM, LLC

RUGGIE WEALTH MANAGEMENT

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

DESTINY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2009

SIE

Date: 3/27/2015

Series 7

Date: 8/13/2008

Current Firm

DESTINY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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