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Jonathan Patrick Jones

INTERCAM ADVISORS, INC.·MIAMI, Florida
SIE, Series 27, Series 99TOClean recordINTERCAM ADVISORS, INC.
1221 BRICKELL AVENUE, MIAMI, FL 33131CRD# 4635401Firm CRD# 153799

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Patrick Jones · MIAMI, FL
Registration
CRD #4635401 · INTERCAM ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INTERCAM ADVISORS, INC.
CRD 153799 · SEC 801-123538
AUM
$121M
Regulatory assets under management
Employees
25
100 client accounts
Services offered by INTERCAM ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTERCAM ADVISORS, INC. →
Introduction

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Frequently Asked Questions

What services does Jonathan Patrick Jones offer?
Jonathan Patrick Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Jonathan Patrick Jones's credentials?
Jonathan Patrick Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Patrick Jones located?
Jonathan Patrick Jones is based in MIAMI, Florida, working with INTERCAM ADVISORS, INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Jonathan Patrick Jones charge for services?
Jonathan Patrick Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTERCAM ADVISORS, INC.?
INTERCAM ADVISORS, INC. has approximately 25 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTERCAM ADVISORS, INC.

Everardo Vidaurri
MIAMI, FL
Tiffany Nealon
MIAMI, FL

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