Jonathan Jerome, Cfp®

Jonathan Jerome, Cfp® Email and Phone Number

Vice President - Wealth Planning Specialist @ Element Pointe Family Office
Miami, FL, US
Jonathan Jerome, Cfp®'s Location
Miami, Florida, United States, United States
Jonathan Jerome, Cfp®'s Contact Details

Jonathan Jerome, Cfp® work email

Jonathan Jerome, Cfp® personal email

Jonathan Jerome, Cfp® phone numbers

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.

Jonathan Jerome, Cfp®'s Current Company Details
Element Pointe Family Office

Element Pointe Family Office

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Vice President - Wealth Planning Specialist
Miami, FL, US
Jonathan Jerome, Cfp® Work Experience Details
  • Element Pointe Family Office
    Vice President - Wealth Planning Specialist
    Element Pointe Family Office
    Miami, Fl, Us
    View
  • City National Bank Of Florida
    Senior Vice President - Senior Financial Planner
    City National Bank Of Florida Aug 2022 - Sep 2024
    Miami, Florida, United States
    View
  • Merrill Lynch
    Vice President, Digital Strategy Consultant, Social Media Program Sme
    Merrill Lynch Apr 2018 - Aug 2022
    Miami, Florida, United States
    - 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
    View
  • Merrill Lynch
    Vp, Goals Based Wealth Management Consultant
    Merrill Lynch Feb 2016 - Apr 2018
    Greater Chicago Area
    - 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
    View
  • Morgan Stanley
    Vice President, Field Sales & Distribution - Financial Planning
    Morgan Stanley Sep 2014 - Feb 2016
    Purchase, New York, United States
    View
  • Morgan Stanley Wealth Management
    Vice President, Consulting Group Sales Desk Manager
    Morgan Stanley Wealth Management Jan 2014 - Sep 2014
    Purchase, New York, United States
    View
  • Morgan Stanley Wealth Management
    Vice President, Financial Planning Training And Consulting Manager
    Morgan Stanley Wealth Management Jul 2011 - Jan 2014
    Purchase, New York, United States
    View
  • Morgan Stanley Smith Barney
    Assistant Vice President, Business Development
    Morgan Stanley Smith Barney Jul 2009 - Jul 2011
    Purchase, New York, United States
  • Citi Smith Barney, Planning Resources Group
    Business Development Associate
    Citi Smith Barney, Planning Resources Group Oct 2007 - Jul 2009
    New York, New York, United States
  • Citigroup Smith Barney, Financial And Retirement Planning Group
    Business Development Associate, Level 2 Consultant
    Citigroup Smith Barney, Financial And Retirement Planning Group Jul 2006 - Oct 2007
    New York, New York, United States
  • Smith Barney
    Intern
    Smith Barney Jan 2004 - Dec 2005
    Madison, Wisconsin, United States
    View
  • Citigroup Alternative Investments Technology
    Summer Associate
    Citigroup Alternative Investments Technology May 2005 - Aug 2005
    New York, New York, United States

Jonathan Jerome, Cfp® Skills

Wealth Management Mutual Funds Financial Advisory Strategic Financial Planning Alternative Investments Retirement Financial Planning Securities Series 7 Business Development Series 63 Asset Allocation Finra Microsoft Office Relationship Management Investment Strategies Logistics Public Speaking Organization

Jonathan Jerome, Cfp® Education Details

Frequently Asked Questions about Jonathan Jerome, Cfp®

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 the current company?

Jonathan Jerome, Cfp®'s current role is Vice President - Wealth Planning Specialist.

What is Jonathan Jerome, Cfp®'s email address?

Jonathan Jerome, Cfp®'s email address is jonathan.jerome@ml.com

What is Jonathan Jerome, Cfp®'s direct phone number?

Jonathan Jerome, Cfp®'s direct phone number is +120170*****

What schools did Jonathan Jerome, Cfp® attend?

Jonathan Jerome, Cfp® attended University Of Wisconsin-Madison, Richmond International University.

What are some of Jonathan Jerome, Cfp®'s interests?

Jonathan Jerome, Cfp® has interest in Traveling, Photography.

What skills is Jonathan Jerome, Cfp® known for?

Jonathan Jerome, Cfp® has skills like Wealth Management, Mutual Funds, Financial Advisory, Strategic Financial Planning, Alternative Investments, Retirement, Financial Planning, Securities, Series 7, Business Development, Series 63, Asset Allocation.

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