Role at Fiduciary Management
- Title on Schedule A
- Chief Investment Officer
- Control
- Jonathan Bloom is a control person of Fiduciary Management.
- Ownership
- The filed direct ownership band is 5% to 10%.
- Tenure
- Jonathan Bloom has held the filed role since December 2023.
The firm
Form ADV filed 9 June 2026
Career on record
Registrations and exams
No current adviser or broker registration.
Examinations
No examinations are on Jonathan Bloom’s record.
Individual record
- Full name
- Jonathan Todd Bloom
- CRD
- 6384242
- Registration status
- No current adviser or broker registration
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Jonathan Bloom work?
Jonathan Bloom has been Chief Investment Officer of Fiduciary Management, Inc. since December 2023, and is a control person of the firm.
Does Jonathan Bloom have a current investment-adviser registration?
Jonathan Bloom has no current investment-adviser or broker registration, as of 18 October 2026.
Where was Jonathan Bloom previously registered as an investment adviser?
Jonathan Bloom has past investment-adviser registrations through Fiduciary Management, Inc., February 2023 to December 2024, across 1 firm.
Leadership at Fiduciary Management
- John BrandserPresident, Chief Executive Officer
- Bladen BurnsExecutive Vice President
- Jessica TaskeVice President
- Ryan LadwigChief Compliance Officer
- Ted KellnerRetired Executive Charman
- Patrick EnglishChairman