Cfp® Jonathan Jerome

Jonathan Jerome, CFP®, has extensive experience in the financial industry, holding various leadership roles at top firms such as City National Bank of Florida, Merrill Lynch, Morgan Stanley, and Citigroup. With a background in personal finance, Jonathan has provided strategic planning and training support to financial advisors and teams, specializing in digital strategy, social media programs, and wealth management. Jonathan is a dedicated professional committed to driving client acquisition, retention, and servicing through leveraging digital capabilities and implementing goals-based wealth management strategies.