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Jarod Bloom

Managing Member, CCO at Sechrest Financial Services in Acton, MA

Investment adviser registrationUpdated

Jarod Bloom is Managing Member, CCO of Sechrest Financial Services LLC, an investment adviser managing $199M, and works from its Acton, MA office. Jarod Bloom has been registered as an investment adviser representative through Sechrest Financial Services since 1 February 2006, has 26 years in the industry across 2 firms and has passed the Series 65.

26
Years in industry
20
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jarod Bloom has been Managing Member, CCO of Sechrest Financial Services since January 2015, is a control person of the firm and directly owns 75% or more of it.

Sechrest Financial Services LLC is an Acton, MA firm with $199M under management, 53 clients and 2 advisers in one office, as of its January 2026 filing.

Jarod Bloom’s longest registration is the current one, 20 years at Sechrest Financial Services since 2006. Before joining Sechrest Financial Services in 2006, Jarod Bloom was registered through The Darrow Company, Inc.

  1. – present · 20 years
    Acton, MA · Adviser representative · Firm CRD 128688
  2. The Darrow Company, Inc.
    – · 5 years
    Concord, MA · Adviser representative · Firm CRD 105679

Credentials and registrations

Investment adviser representative registrations

Jarod Bloom is registered as an investment adviser representative in Massachusetts, since February 2006.

  • MassachusettsSince 1 February 2006

Examinations

Series 6528 February 2000
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jarod Jonathan Bloom
CRD
4551487
Firm
Sechrest Financial Services · CRD 128688
Role
Managing Member, CCO
Office
ONE ACTON PLACE, SUITE 301, 526 MAIN STREET, Acton, MA 01720
Registration
Investment adviser registration
In the industry since
February 2000
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jarod Bloom work?

Jarod Bloom has been Managing Member, CCO of Sechrest Financial Services LLC since January 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 12 January 2026

Is Jarod Bloom a financial advisor?

Yes. Jarod Bloom has a current investment-adviser registration in Massachusetts, through Sechrest Financial Services since February 2006.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jarod Bloom have?

Jarod Bloom has 26 years in the financial industry, since February 2000, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Jarod Bloom passed?

Jarod Bloom passed the Series 65 in February 2000.

Source: IAPD individual record, checked 22 October 2026

Where did Jarod Bloom work before Sechrest Financial Services?

Before Sechrest Financial Services, Jarod Bloom was registered through The Darrow Company, Inc., October 1999 to October 2005.

Source: IAPD individual record, checked 22 October 2026

Where is Jarod Bloom based?

Jarod Bloom’s registered office is in Acton, MA.

Source: IAPD individual record, checked 22 October 2026

Is Jarod Bloom registered with FINRA?

No. Jarod Bloom has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jarod Bloom’s record?

Search CRD 4551487 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jarod Bloom’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 4551487, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sechrest Financial Services LLC, filed 12 January 2026. Title, control and ownership bands.