Jonathan Jerome Email & Phone Number
Vice President - Wealth Planning Specialist @ Element Pointe
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Jonathan Jerome Location
- Miami, FL, US
Jonathan Jerome Work
- 2025 - now Vice President - Wealth Planning Specialist @
- 2022 - 2024 Senior Vice President - Senior Financial Planner @
- 2018 - 2022 Vice President, Digital Strategy Consultant, Social Media Program SME @
- 2016 - 2018 VP, Goals Based Wealth Management Consultant @
- 2014 - 2016 Vice President, Field Sales and Distribution - Financial Planning @
- 2014 - 2014 Vice President, Consulting Group Sales Desk Manager @
- 2011 - 2014 Vice President, Financial Planning Training and Consulting Manager @
- 2009 - 2011 Assistant Vice President, Business Development @ Morgan Stanley Smith Barney
- 2007 - 2009 Business Development Associate @ Citi Smith Barney, Planning Resources Group
- 2006 - 2007 Business Development Associate, Level 2 Consultant @ Citigroup Smith Barney, Financial and Retirement Planning Group
- 2004 - 2005 Intern @
- 2005 - 2005 Summer Associate @ Citigroup Alternative Investments Technology
Jonathan Jerome Education
- University of Wisconsin-Madison
Bachelor of Science (Consumer Science; Personal Finance)
2002 - 2006 - Richmond International University 2005 - 2005
Jonathan Jerome Skills
- Microsoft Office
- Logistics
- Public Speaking
- Relationship Management
- Organization
- Wealth Management
- Financial Advisory
- Strategic Financial Planning
- Retirement
- Series 7
- Series 63
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Securities
- FINRA
- Business Development
- Financial Planning
- Strategic Financial
Jonathan Jerome Summary
- Jonathan Jerome, based in Miami, FL, US, is currently a Vice President - Wealth Planning Specialist at Element Pointe Family Office. Jonathan Jerome brings experience from previous roles at City National Bank of Florida, Merrill Lynch and Morgan Stanley. Jonathan Jerome holds a 2002 - 2006 Bachelor of Science in Consumer Science; Personal Finance @ University of Wisconsin-Madison. With a robust skill set that includes Microsoft Office, Logistics, Public Speaking, Relationship Management, Organization and more. Jonathan Jerome has 2 emails and 2 mobile phone numbers on RocketReach.
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