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Jonathan Andrew Jerome

BCI Securities, Inc.

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About Jonathan Andrew Jerome

Jonathan Jerome is a financial professional with over 15 years of experience in the industry. Jonathan has held positions at several prominent firms, including Merrill Lynch, Morgan Stanley, and Citigroup. Currently, Jonathan is registered with BCI Securities, Inc. and is based in Coral Gables, Florida. Jonathan is a Certified Financial Planner and has a strong background in providing financial advice to individuals, businesses, and high-net-worth clients.

Firm Information

Jonathan Jerome is currently registered with BCI Securities, Inc.. BCI Securities, Inc. is a corporation formed in July 2011, headquartered in Miami, Florida. The firm provides investment advisory services, including portfolio management for individuals, businesses, and investment companies. They also offer selection of other advisors services. BCI Securities is registered with the SEC and in 23 states. They currently manage approximately $320,999,438 in assets for clients.
BCI Securities, Inc.

1450 BRICKELL AVENUE

MIAMI, FL 33131

$321.00M

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Jerome’s Registration & Firm History

FL

09/12/2022 - Present

BCI Securities, Inc. (Coral Gables FL)

IL

03/04/2016 - 08/23/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

NY

06/01/2009 - 03/04/2016

MORGAN STANLEY (PURCHASE NY)

NY

01/17/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/22/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Andrew Jerome.
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