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Jonathan Garson Cameron

Jonathan Garson Cameron

CFP®
CAMERONDOWNING
MIAMI, FL
·CRD# 5301972·19 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2013

Years of Experience

19 years in the financial services industry

Current & Past Employments

CAMERONDOWNING, INC.·CRD# 172258
RIA
1. 101 Nw 8th St. Suite 200, Miami, FL 331362. Palmetto Bay, FL
September 18, 2014 - Present
ORIGIN INVESTMENT ADVISORY LLC·CRD# 305353
RIA
Miami, FL
November 30, 2021 - February 14, 2023
EQUITY SERVICES, INC.·CRD# 265
RIA
Coral Gables, FL
April 16, 2012 - September 10, 2014
EQUITY SERVICES, INC.·CRD# 265
BD
Coral Gables, FL
April 12, 2012 - September 10, 2014
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
RIA
Coral Gables, FL
March 11, 2008 - October 24, 2011
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
BD
Coral Gables, FL
March 5, 2008 - October 24, 2011
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Miami, FL
October 19, 2007 - January 18, 2008
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Miami, FL
September 24, 2007 - January 18, 2008

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Current Firm

CI
CAMERONDOWNING, INC.

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

CRD#: 172258
Florida
Registered Investment Advisory firm - Florida (9/18/2014 Approved)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

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

Phone Number

(305) 564-3794

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

184

AUM (Assets Under Management)

$40,529,871

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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. 101 NW 8TH ST., SUITE 200, MIAMI, FL 33136. FULL TIME, DURING TRADING HOURS. I WILL CONDUCT INSURANCE BUSINESS AS A BROKER FOR SEVERAL INSURANCE COMPANIES.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2007About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Sep 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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Jonathan Garson Cameron
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