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.

Similar Advisors
Virginia Aaron, financial advisor Westborough MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Similar Advisors
Rebecca Abbatamarco-Boisclair, financial advisor Westborough MA
Rebecca J. Abbatamarco-Boisclair
CRD# 4030542
Ameriprise Financial Services, LLC
Similar Advisors
Robert Abbott, financial advisor Westborough MA
Robert G. Abbott
CRD# 2383686
Equitable Advisors, LLC
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.