JJ
CFP
JJ
CFP

Jonathan Andrew Jerome

17 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
48 clients
Average Client Portfolio
$17.8M average
Assets Under Management
$854.5M

Fee Structure

Minimum Investment:$15M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.85%
$10.0M - $25.0M0.65%
$25.0M - $50.0M0.45%
$50.0M - $100.0M0.40%
$100M+0.25%

Fees are negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

333 SE 2nd Ave, Suite 2520, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Element Pointe Family Office
April 2025 - Present · 10 mos
Previous Registrations
Bci Securities, INC.
September 2022 - September 2024 · 2 yrs
Bci Securities, INC.Broker
September 2022 - September 2024 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - August 2022 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - August 2022 · 6 yrs 5 mos
Morgan Stanley
February 2010 - March 2016 · 6 yrs 1 mo
Morgan StanleyBroker
June 2009 - March 2016 · 6 yrs 9 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.