Samantha Hall

Jason Romero
Trader

(916) 924-7527
Email Jason

Jason leads the firm’s trading desk and supports advisors with day-to-day operations.  His core responsibilities include managing and communicating client account cash flows, account setup and maintenance, trade execution, and management of portfolio performance reporting. Jason also manages relationships with GBB’s custodians and portfolio accounting and trading IT vendors.  Jason joined Genovese Burford & Brothers in 2013 after earning a B.S. degree from California State University Sacramento with a double major in Finance and Risk Management. 

 

 

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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here