Jonathan Bloom's Location
Boston, MA, US
Jonathan Bloom's Work
- Partner and Wealth Advisor @ AAFCPAs Wealth Management
- Director and Senior Wealth Advisor @ AAFCPAs Wealth Management
- Vice President, Financial Advisor @ Santander Asset Management
- Vice President, Financial Advisor @ Merrill Lynch
- Director of Private Wealth Management @ Asset Strategy Consultants- Boston
- Financial Consultant @ Asset Strategy Consultants- Boston
- Financial Consultant and Trader @ Fidelity Investments
Jonathan Bloom's Education
- Bentley University
BS (Finance)
2002 - 2006 - NYU
Certificate (Certificate in Financial Planning)
2009 - 2011
Jonathan Bloom's Skills
- Financial Services
- Services
- Estate Planning
- Social Security
- Fiduciary
- Cash Management
- Personal Tax Planning
- Tax Planning
- Comprehensive Planning
- Retirement Planning
Jonathan Bloom's Summary
Jonathan Bloom, based in Boston, MA, US, is currently a Partner and Wealth Advisor at AAF Wealth Management, bringing experience from previous roles at AAF Wealth Management, Santander Asset Management, Merrill Lynch and Asset Strategy Consultants. Jonathan Bloom holds a 2002 - 2006 BS in Finance @ Bentley University. With a robust skill set that includes Financial Services, Services, Estate Planning, Social Security, Fiduciary and more, Jonathan Bloom contributes valuable insights to the industry. Jonathan Bloom has 3 emails on RocketReach.
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