Jonathan A. Jerome

ELEMENT POINTE FAMILY OFFICE

Miami, FL 33131

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CRD#: 5178533

Professional summary

Jonathan Andrew Jerome, CFP®, who also goes by Jonathan A Jerome, is a registered financial advisor currently at ELEMENT POINTE FAMILY OFFICE located in Miami, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan A Jerome

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CNB associate/Bank/non-investment/affiliate firm under common control/30 hours/Coral Gables branch.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Andrew Jerome's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

April 17, 2025 - Present

ELEMENT POINTE FAMILY OFFICE

Office #1: 333 Se 2nd Ave Suite 2520, Miami, FL 33131

RIA

CRD#: 282750

Miami, FL

Past

September 12, 2022 - September 23, 2024

BCI SECURITIES, INC.

RIA

CRD#: 168047

Coral Gables, FL

Past

September 9, 2022 - September 23, 2024

BCI SECURITIES, INC.

CRD#: 168047

Coral Gables, FL

Past

March 4, 2016 - August 23, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MIAMI, FL

Past

March 4, 2016 - August 23, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHICAGO, IL

Past

February 22, 2010 - March 4, 2016

MORGAN STANLEY

RIA

CRD#: 149777

PURCHASE, NY

Past

June 1, 2009 - March 4, 2016

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

January 17, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELEMENT POINTE FAMILY OFFICE

ELEMENT POINTE | ROBUST ADVISORS, LLC | ELEMENT POINTE FAMILY OFFICE | ELEMENT POINTE ADVISORS, LLC | ELEMENT POINTE ADVISORS

CRD#: 282750 / SEC#: 801-107214

RIA

Registered Investment Advisory firm - (2/10/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/22/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/16/2008

General Securities Representative Examination

Current Firm

ELEMENT POINTE FAMILY OFFICE

ELEMENT POINTE | ROBUST ADVISORS, LLC | ELEMENT POINTE FAMILY OFFICE | ELEMENT POINTE ADVISORS, LLC | ELEMENT POINTE ADVISORS

CRD#: 282750 / SEC#: 801-107214

RIA

Registered Investment Advisory firm - (2/10/2016 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(786) 655-9790

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELEMENT POINTE FAMILY OFFICE ADV PART 2A BROCHURE 3.30.2025 (3/30/2025)

Regulatory assets under management

Total Number of Accounts	331
AUM (Assets Under Management)	$ 854,542,445

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jonathan A. Jerome

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Andrew Jerome's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCI SECURITIES, INC.

BCI SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

ELEMENT POINTE FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 66

Date: 5/22/2008

SIE

Date: 10/1/2018

Series 7

Date: 1/16/2008

Current Firm

ELEMENT POINTE FAMILY OFFICE

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEMENT POINTE FAMILY OFFICE

TRUST BUT VERIFY

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