Jonathan Bloom Location
Boston, MA, US
Jonathan Bloom Work
- 2024 - now Partner and Wealth Advisor @ AAFCPAs Wealth Management
- 2016 - 2024 Director and Senior Wealth Advisor @ AAFCPAs Wealth Management
- 2013 - 2016 Vice President, Financial Advisor @ Santander Asset Management
- 2012 - 2013 Vice President, Financial Advisor @ Merrill Lynch
- 2011 - 2012 Director of Private Wealth Management @ Asset Strategy Consultants- Boston
- 2008 - 2011 Financial Consultant @ Asset Strategy Consultants- Boston
- 2006 - 2008 Financial Consultant and Trader @ Fidelity Investments
Jonathan Bloom Education
- NYU
Certificate (Certificate in Financial Planning)
2009 - 2011 - Bentley University
BS (Finance)
2002 - 2006
Jonathan Bloom Skills
- Holistic Financial Planning
- Investments
- High Net Worth Individuals
- Certified Financial Planner
- IRAs
- Financial Planning
- Asset Allocation
- Asset Management
- Mutual Funds
- Personal Tax Planning
Jonathan Bloom Summary
Jonathan Bloom, based in Boston, MA, US, is currently a Partner and Wealth Advisor at AAF Wealth Management. Jonathan Bloom brings experience from previous roles at AAF Wealth Management, Santander Asset Management, Merrill Lynch and Asset Strategy Consultants. Jonathan Bloom holds a 2009 - 2011 Certificate in Certificate in Financial Planning @ NYU. With a robust skill set that includes Holistic Financial Planning, Investments, High Net Worth Individuals, Certified Financial Planner, IRAs and more. Jonathan Bloom has 2 emails and 1 mobile phone numbers on RocketReach.
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