Jonathan A. Jerome, CFP®
Vice President, Wealth Planning Specialist
Jonathan Jerome, CFP®, is a Vice President and Wealth Planning Specialist at Element Pointe Family Office. With over 20 years of experience in the wealth management industry, he brings a deep background in financial planning, strategic consulting, and digital innovation. At Element Pointe, Jonathan works closely with high-net-worth and ultra-high-net-worth clients, delivering comprehensive wealth planning, portfolio strategy, and family office advisory services. He is dedicated to helping clients navigate the complexities of wealth through thoughtful guidance, tailored solutions, and a long-term perspective.
Prior to joining Element Pointe, Jonathan served as Senior Vice President, Senior Financial Planner & Strategic Initiatives Officer at City National Bank. In that role, he led the development and implementation of a goals-based financial planning model and worked directly with clients on financial planning, portfolio management, and trust and estate guidance.
Previously, Jonathan held multiple leadership roles at Merrill Lynch. As a Digital Strategy Consultant with the Digital Adoption & Client Experience Team, he partnered with top Financial Advisors to integrate Merrill’s digital platforms into their practices and led initiatives such as the LinkedIn and Advisor Social Media Program. He also served as the Goals-Based Consultant for Merrill’s Midwest Division, where he advised Financial Advisors and their teams on planning strategies using proprietary tools and played a key role in research, software development, and best practices for goals-based planning.
Jonathan began his career at Morgan Stanley (formerly Smith Barney), where he spent more than a decade in various roles including Field-Based Financial Planning Consultant and Manager of the Financial Planning Training Consulting Group. He started his career in 2004 as a Team Associate in a Smith Barney branch in Madison, Wisconsin.
He holds FINRA Series 7, 63, and 65 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. Jonathan earned his Bachelor of Science in Consumer Science/Personal Finance from the University of Wisconsin–Madison.
Outside of work, Jonathan enjoys traveling, sports, volunteering, and spending quality time with friends and family. He lives in Miami with his wife, Jamie, and their two children.
