Jonathan G. Cameron

CAMERONDOWNING

MIAMI, FL 33136

Some features on this profile are disabled

CRD#: 5301972

Professional summary

Jonathan Garson Cameron, CFP® is a registered financial advisor currently at CAMERONDOWNING, INC. located in Miami, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jonathan has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) INSURANCE AGENT - 10/2007 TO PRESENT. INVESTMENT RELATED / INSURANCE RELATED. 8950 SW 74TH COURT, SUITE 2208, MIAMI, FL 33156. FULL TIME, DURING TRADING HOURS. I WILL CONDUCT INSURANCE BUSINESS AS A BROKER FOR SEVERAL INSURANCE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Garson Cameron's 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

Start date: 2013

Experience

Current

September 18, 2014 - Present

CAMERONDOWNING, INC.

Office #1: 101 Nw 8th St. Suite 200, Miami, FL 33136

RIA

CRD#: 172258

MIAMI, FL

Past

November 30, 2021 - February 14, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

MIAMI, FL

Past

April 16, 2012 - September 10, 2014

EQUITY SERVICES, INC.

RIA

CRD#: 265

CORAL GABLES, FL

Past

April 12, 2012 - September 10, 2014

EQUITY SERVICES, INC.

CRD#: 265

CORAL GABLES, FL

Past

March 11, 2008 - October 24, 2011

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

CORAL GABLES, FL

Past

March 5, 2008 - October 24, 2011

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

CORAL GABLES, FL

Past

October 19, 2007 - January 18, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MIAMI, FL

Past

September 24, 2007 - January 18, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MIAMI, FL

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
(9/18/2014)

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: 10/17/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/2007

General Securities Representative Examination

Current Firm

CAMERONDOWNING, INC.

CAMERONDOWNING, INC. | DOWNING, GLENN J | CAMERONDOWNING, LLC

CRD#: 172258 / SEC#:

Florida

Registered Investment Advisory firm - (9/18/2014 Approved)

Texas

Registered Investment Advisory firm - (6/22/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

101 Nw 8th St. Suite 200, Miami, FL 33136

Mailing Address

Phone number

(305) 564-3794

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	177
AUM (Assets Under Management)	$ 33,920,778

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.

Similar Advisors

Noah Alweiss

MORGAN STANLEY

IAR

Miami, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan G. Cameron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Garson Cameron's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMERONDOWNING, INC.

ORIGIN INVESTMENT ADVISORY LLC

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2007

Series 7

Date: 9/21/2007

Current Firm

CAMERONDOWNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAMERONDOWNING, INC.

TRUST BUT VERIFY

Similar Advisors