Advisor at Element Pointe Family Office
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Firm
Element Pointe Family Office
Location
Miami, FL 33131
Credentials
CFP®, Series 66
Industry experience
17 years
Jonathan Jerome is a CFP® and holds a Series 66 license, with 17 years of industry experience. He currently serves as an advisor at Element Pointe Family Office and has previously worked at BCI Securities, Inc. and Merrill. Element Pointe Family Office provides wealth management and family office advisory services primarily for ultra-high-net-worth families and individuals. The firm employs a diversified, asset-allocation-driven approach combining ETFs, mutual funds, individual equities, private investments, and active independent managers, along with specialized services such as family governance support and consolidated reporting.
Based on Element Pointe Family Office
Based on Element Pointe Family Office
Based on Element Pointe Family Office
Negotiated fixed fees for family office advisory based on scope and complexity
$0 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.85% annually $10,000,001 - $25,000,000: 0.65% annually $25,000,001 - $50,000,000: 0.45% annually $50,000,001 - $100,000,000: 0.40% annually $100,000,001+: 0.25% annually
Performance-based fees charged only by affiliated private funds; not charged on managed client assets
Account minimum: $15,000,000 Minimum fee: Negotiated fixed fees based on scope of work; fees can be waived at firm's discretion
333 Se 2 Nd Ave, Suite 2520
Miami, FL 33131
Florida
ELEMENT POINTE ADVISORS, LLC dba ELEMENT POINTE FAMILY OFFICE
2025 - Present (1 year)
N/a
2024 - 2025 (1 year)
BCI Securities, Inc.
2022 - 2024 (2 years)
Merrill
2016 - 2022 (6 years)
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Is active or affiliated with:
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Lawyer
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Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 63, Series 65
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Series 65
Miami, FL
BlueReef Capital
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