Jason Romero
Senior Financial Advisor
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.
Outside of work, Jason serves on The Board of Governors for the Denver Zoo Conservation Alliance and The Craig Hospital Foundation. He enjoys golfing, live music, and participating in Colorado's arts and culture facilities. Jason especially enjoys spending time with his children.
Ready to Reach Out?
Contact Jason by phone at (303)824-4985 or via email at [email protected]
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