AUMdb
JW

Jeffrey Wayne Roman

CRD 5974291 Certified Financial Planner

Firms

FirmRoleAs of
Capital Asset Advisory Services, Llc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗