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
- Vice President - Wealth Planning Specialist @ (April 2025 - Present)
- Senior Vice President - Senior Financial Planner @ (August 2022 - September 2024)
- Vice President, Digital Strategy Consultant, Social Media Program SME @ (April 2018 - August 2022)
- VP, Goals Based Wealth Management Consultant @ (February 2016 - April 2018)
- Vice President, Field Sales and Distribution - Financial Planning @ (September 2014 - February 2016)
- Vice President, Consulting Group Sales Desk Manager @ (January 2014 - September 2014)
- Vice President, Financial Planning Training and Consulting Manager @ (July 2011 - January 2014)
- Assistant Vice President, Business Development @ Morgan Stanley Smith Barney (July 2009 - July 2011)
- Business Development Associate @ Citi Smith Barney, Planning Resources Group (October 2007 - July 2009)
- Business Development Associate, Level 2 Consultant @ Citigroup Smith Barney, Financial and Retirement Planning Group (July 2006 - October 2007)
- Intern @ (January 2004 - December 2005)
- Summer Associate @ Citigroup Alternative Investments Technology (May 2005 - August 2005)
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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