Jonathan Bloom has been an investment adviser representative at AAF Wealth Management since October 2016, and is not listed among the firm’s executive officers or direct owners.
Aaf Wealth Management, LLC is a Westborough, MA firm with $728M under management, 293 clients and 6 advisers in one office, as of its March 2026 filing.
Jonathan Bloom’s longest registration is the current one, 9 years at AAF Wealth Management since 2016. Before joining AAF Wealth Management in 2016, Jonathan Bloom was registered through Santander Securities and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Aaf Wealth Management, LLCCurrent– present · 9 yearsWestborough, MA · Adviser representative · Firm CRD 164646
- Santander Securities– · 2 yearsBrookline, MA · Adviser representative · Firm CRD 41791
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearShrewsbury, MA · Adviser representative · Firm CRD 7691
- Asset Strategy Retirement Consultants, LLC– · 3 yearsWayland, MA · Adviser representative · Firm CRD 139879
Investment adviser representative registrations
Jonathan Bloom is registered as an investment adviser representative in 2 states. The first approvals date from October 2016; the most recent is Texas, in February 2020.
- MassachusettsSince 26 October 2016
- TexasSince 28 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 August 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 2006 |
| Series 7 | General Securities Representative Examination | 22 November 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Seth Bloom
- CRD
- 4816182
- Firm
- AAF Wealth Management · CRD 164646
- Office
- 50 WASHINGTON STREET, Westborough, MA 01581
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Bloom work?
Jonathan Bloom is an investment adviser representative registered through Aaf Wealth Management, LLC since October 2016, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Bloom a financial advisor?
Yes. Jonathan Bloom has a current investment-adviser registration in Massachusetts and Texas, through AAF Wealth Management since October 2016.
How many years of experience does Jonathan Bloom have?
Jonathan Bloom has 18 years in the financial industry, since September 2008, across 4 adviser firms.
What exams has Jonathan Bloom passed?
Jonathan Bloom has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in November 2006. FINRA credited Jonathan Bloom with the SIE, which began in October 2018.
Where did Jonathan Bloom work before AAF Wealth Management?
Before AAF Wealth Management, Jonathan Bloom was registered through Santander Securities, October 2013 to October 2016; Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2012 to October 2013; Asset Strategy Retirement Consultants, LLC, August 2008 to June 2012.
Where is Jonathan Bloom based?
Jonathan Bloom’s registered office is in Westborough, MA.
Is Jonathan Bloom registered with FINRA?
No. Jonathan Bloom has no current broker registration.
How can I verify Jonathan Bloom’s record?
Search CRD 4816182 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Bloom’s full registration record.
