Jonathan Bloom, financial advisor Westborough MA

Jonathan Bloom

CRD Number: 4816182
Current Firm: Aaf Wealth Management, LLC

Jonathan Bloom (CRD# 4816182) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has over 15 years of experience in the finance industry. Jonathan Bloom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aafcpas Wealth Management, LLC Westborough, MA Oct 2016 - Current 5
Santander Securities LLC Wellesley, MA Oct 2013 - Oct 2016 3
Sovereign Bank Marlboro, MA Sep 2013 - Oct 2016 3
Bank Of America N.a Shrewsbury, MA Jun 2012 - Sep 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Shrewsberry, MA May 2012 - Sep 2013 1
Triad Advisors, Inc. Norcross, GA Aug 2008 - May 2012 3
Asset Strategy Retirement Consultants, LLC Wellesley Hills, MA May 2008 - May 2012 4
Charles River Financial Natick, MA Apr 2008 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Jonathan S. Bloom
Phone Number: 508-366-9100
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    369
    MILLIONS
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $668,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, MA, NH, RI, TX

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