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Jonathan Andrew Jerome

Investment Adviser Representative at ELEMENT POINTE FAMILY OFFICE

Miami, FLCRD #5178533Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jonathan Andrew Jerome has worked in the securities industry since 2008. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/22/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/16/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
First $3,000,0001.00%
Next $7,000,0000.85%
Next $15,000,0000.65%
Next $25,000,0000.45%
Next $50,000,0000.40%
Above $100,000,0000.25%
Source

Element Pointe Family Office Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ELEMENT POINTE FAMILY OFFICECurrent
4/17/2025Miami, FL
BCI SECURITIES, INC.
9/12/20229/23/2024Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
3/4/20168/23/2022Miami, FL
MORGAN STANLEY
2/22/20103/4/2016Purchase, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Andrew Jerome has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jonathan Andrew Jerome - Financial Advisor in Miami, FL | AdvisorFinder