AeroLeads people directory · profile
Jonathan Jerome, Cfp® Email & Phone Number
Vice President - Wealth Planning Specialist
at
Element Pointe Family Office
1 work email found
@ml.com
2 phones found area 201 and 888
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President - Wealth Planning Specialist
Location
Miami, Florida, United States
Who is Jonathan Jerome, Cfp®? Overview
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Quick answer
Jonathan Jerome, Cfp® is listed as Vice President - Wealth Planning Specialist at Element Pointe Family Office, based in Miami, Florida, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 201, 888, and a matched LinkedIn profile for Jonathan Jerome, Cfp®.
Jonathan Jerome, Cfp® previously worked as Senior Vice President - Senior Financial Planner at City National Bank Of Florida and Vice President, Digital Strategy Consultant, Social Media Program SME at Merrill Lynch. Jonathan Jerome, Cfp® holds Bachelor Of Science, Consumer Science; Personal Finance from University Of Wisconsin-Madison.
Company email context
Email format at Element Pointe Family Office
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*@ml.com
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AeroLeads found 1 current-domain work email signal for Jonathan Jerome, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jonathan Jerome, Cfp®
Sought after Business Development & Sales Leadership Coach/Partner that works with top producing sales and client facing teams with a goal to improve acquisition & retention and deepen client relationships.
Listed skills include Wealth Management, Mutual Funds, Financial Advisory, Strategic Financial Planning, and 15 others.
Current workplace
Jonathan Jerome, Cfp®'s current company
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12 roles
Jonathan Jerome, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Vice President - Senior Financial Planner
Aug 2022 - Sep 2024
Vice President, Digital Strategy Consultant, Social Media Program Sme
- Subject Matter Expert on the Firm's LinkedIn and social media platforms- Partner with senior leadership to identify strategic digital needs and develop an adoption roadmap to boost usage of key, client facing and internal technology platforms- Provide dedicated, on-site & virtual, white-glove support on the Firm's digital resources to top producing teams- Designed strategic and technical training programs to support team growth- Piloted initial program with the top 10 producing teams at the Firm and eventually rolled out the program nationwide- Drive acquisition, retention, and servicing strategies by leveraging the digital capabilities- Work with clients to better understand available technology
Apr 2018 - Aug 2022
Vp, Goals Based Wealth Management Consultant
- Field based sales coach to over 2,200 Financial Advisors in a seven state territory- Trained Financial Advisors and support staff in developing and executing a Goals-Based Wealth Management Strategy to deepen client relationships and increase assets under management
Feb 2016 - Apr 2018
Vice President, Field Sales & Distribution - Financial Planning
Sep 2014 - Feb 2016
Vice President, Consulting Group Sales Desk Manager
Jan 2014 - Sep 2014
Vice President, Financial Planning Training And Consulting Manager
Jul 2011 - Jan 2014
Assistant Vice President, Business Development
Morgan Stanley Smith Barney
Jul 2009 - Jul 2011
Business Development Associate
Citi Smith Barney, Planning Resources Group
Oct 2007 - Jul 2009
Business Development Associate, Level 2 Consultant
Citigroup Smith Barney, Financial And Retirement Planning Group
Jul 2006 - Oct 2007
Intern
Jan 2004 - Dec 2005
Summer Associate
Citigroup Alternative Investments Technology
May 2005 - Aug 2005
2 education records
Jonathan Jerome, Cfp® education
Bachelor Of Science, Consumer Science; Personal Finance
Education record
Richmond International University
FAQ
Frequently asked questions about Jonathan Jerome, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jonathan Jerome, Cfp® work for?
Jonathan Jerome, Cfp® works for Element Pointe Family Office.
What is Jonathan Jerome, Cfp®'s role at Element Pointe Family Office?
Jonathan Jerome, Cfp® is listed as Vice President - Wealth Planning Specialist at Element Pointe Family Office.
What is Jonathan Jerome, Cfp®'s email address?
AeroLeads has found 1 work email signal at @ml.com for Jonathan Jerome, Cfp® at Element Pointe Family Office.
What is Jonathan Jerome, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 201, 888 for Jonathan Jerome, Cfp® at Element Pointe Family Office.
Where is Jonathan Jerome, Cfp® based?
Jonathan Jerome, Cfp® is based in Miami, Florida, United States while working with Element Pointe Family Office.
What companies has Jonathan Jerome, Cfp® worked for?
Jonathan Jerome, Cfp® has worked for Element Pointe Family Office, City National Bank Of Florida, Merrill Lynch, Morgan Stanley, and Morgan Stanley Wealth Management.
How can I contact Jonathan Jerome, Cfp®?
You can use AeroLeads to view verified contact signals for Jonathan Jerome, Cfp® at Element Pointe Family Office, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Jerome, Cfp® attend?
Jonathan Jerome, Cfp® holds Bachelor Of Science, Consumer Science; Personal Finance from University Of Wisconsin-Madison.
What skills is Jonathan Jerome, Cfp® known for?
Jonathan Jerome, Cfp® is listed with skills including Wealth Management, Mutual Funds, Financial Advisory, Strategic Financial Planning, Alternative Investments, Retirement, Financial Planning, and Securities.
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