Jason Romero
Senior Financial Advisor
Senior Vice President
Denver, CO
About Jason Romero
Jason joined Private Capital Management (PCM) as a Financial Advisor in 2026 and possesses 27 years of professional experience in banking and wealth management. He is responsible for developing and managing the firm's client base - both high net-worth families and institutional clients.
Jason enjoys helping clients work through complex financial planning issues, creating wealth-transfer strategies, and sustainable investment portfolios that are aligned with client goals and objectives.
Prior to joining PCM, Jason worked in commercial real estate banking, corporate banking, and wealth management for Wells Fargo Bank and J.P. Morgan Private Bank. He also led teams in various business units including investment management, nonprofit consulting, project management, marketing, and business development.
Jason graduated from the University of Colorado at Boulder with a degree in Political Science and Economics and attained an MBA in Finance and Accounting from the University of Denver and Regis University. He also obtained certifications in business succession planning and nonprofit management.
Jason enjoys helping clients work through complex financial planning issues, creating wealth-transfer strategies, and sustainable investment portfolios that are aligned with client goals and objectives.
Prior to joining PCM, Jason worked in commercial real estate banking, corporate banking, and wealth management for Wells Fargo Bank and J.P. Morgan Private Bank. He also led teams in various business units including investment management, nonprofit consulting, project management, marketing, and business development.
Jason graduated from the University of Colorado at Boulder with a degree in Political Science and Economics and attained an MBA in Finance and Accounting from the University of Denver and Regis University. He also obtained certifications in business succession planning and nonprofit management.
Private Capital Management (PCM) is a trade name (doing business as) of SouthState Private Capital Management LLC (SSPCM). SSPCM is a wholly owned subsidiary of SouthState Bank, N.A., doing business as SouthState. SSPCM's current written disclosure Form ADV Brochure and Form CRS containing important information about SSPCM's business operations, services, and fees is available upon request. Form ADV Part 1A and 2A are publicly available and may be viewed at https://www.adviserinfo.sec.gov/. Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if PCM is engaged, or continues to be engaged, to provide investment advisory services. Products and services offered by SSPCM are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
Certifications
- FINRA Representative Level Exams Series 7; Series 63; and Series 65
Education
- BA in Political Science & Economics - University of Colorado at Boulder
- MBA in Finance & Accounting - Denver University & Regis University
