Romero Wealth Management

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

We are dedicated to guide our clients through the intimidating financial decisions in life. Our passion for helping them to succeed while humanizing the investment process with every client is our foundation for success. Choosing the right advisor is one of the most important decisions you can make in achieving success through life’s transitions. We help affluent clients to achieve their financial goals and dreams by not only providing a tailored holistic financial plan that is customized to individual needs, but help to implement, monitor, and adapt that plan to changing market forces as well as life events. Whether you are looking to retire, pass on your legacy, plan for the succession of your business, or handling the separation or loss of a spouse, we are dedicated to help bring your entire financial household in order. Our success comes from our combined experience and technical knowledge as well as our partnership in working together as a team on your behalf. Through our experience in working for large organizations, we have come to realize that people transact business with people, not the name of the corporation on the door. It’s that one on one connection that motivates us on a daily basis and gives us the pride of personal ownership. Our job is to listen, focus on what is important, and help you to make an informed decision. We care about our clients and are invested in your financial success. We look forward to working with you, your family, and for you to become a part of our family at Ambassador Wealth Management.

About Jon Schrank, CFP Attended Servite High School and put himself through the University of California, Santa Barbara before entering the insurance industry and building his financial advisory practice. Jon helps his neighbors find solutions, both in business and in the community. Giving back is important to him and his family. This Orange Park Acres resident served 17 years on the board of directors for Mercy House, which helps homeless people return to work and assume meaningful roles again in society.