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Jamie M. Bloom

Jamie M. Bloom

Investment Representative

Followers of Jamie M. Bloom1000 followers
location of Jamie M. BloomDallas, Texas, United States

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  • Timeline

  • About me

    VP | Sr. Financial Consultant: Helping clients own their tomorrow

  • Education

    • Canterbury School of Florida

      -
      High School Diploma College Prepatory

      Founded in 1968, Canterbury School of Florida is co-educational, college preparatory, independent day school located on two campuses in St. Petersburg, Florida. As a private school primarily serving Pinellas County and the greater Tampa Bay area, Canterbury is recognized for educational excellence in prekindergarten through grade 12. Canterbury School of Florida educates and nurtures the whole child in mind, body, and spirit in preparation for college and an honorable life as a… Show more Founded in 1968, Canterbury School of Florida is co-educational, college preparatory, independent day school located on two campuses in St. Petersburg, Florida. As a private school primarily serving Pinellas County and the greater Tampa Bay area, Canterbury is recognized for educational excellence in prekindergarten through grade 12. Canterbury School of Florida educates and nurtures the whole child in mind, body, and spirit in preparation for college and an honorable life as a responsible steward of our world. Show less

    • PCJDS

      -
      Elementry / Middle

    • Southern Methodist University

      -
      Certificate Program in Financial Planning (CPFP) Financial Planning and Services

    • Texas Christian University

      -
      Bachelor of Science (BS) Economics and International Business

      Activities and Societies: Member of Phi Chi Theta - CoEd Professional Business and Economics Fraternity, Member of International Economics Honor Society - Omicron Delta Epsilon, Completed Leadership Council I II III, Recognition within the Economics Department TCU's Mission: To educate individuals to think and act as ethical leaders and responsible citizens in the global community. This is a place where students learn how to adapt to whatever the future might bring, develop critical thinking skills and expand their creativity. With a choice of rigorous academic programs in 131 undergraduate areas of study, 49 master's level programs and 20 areas of doctoral study, Horned Frogs have opportunities to search for meaning and examine values, yet… Show more TCU's Mission: To educate individuals to think and act as ethical leaders and responsible citizens in the global community. This is a place where students learn how to adapt to whatever the future might bring, develop critical thinking skills and expand their creativity. With a choice of rigorous academic programs in 131 undergraduate areas of study, 49 master's level programs and 20 areas of doctoral study, Horned Frogs have opportunities to search for meaning and examine values, yet graduate well-prepared for professional accomplishment. Show less

  • Experience

    • Fidelity Investments

      Feb 1998 - Oct 1999
      Investment Representative

    • 1st Global

      Oct 1999 - Dec 2003
      Director

    • JPMorganChase Bank

      Dec 2003 - Dec 2005
      Vice President | Personal Financial Services (PFS)

    • Retirement Advisors of America

      Dec 2005 - Aug 2006
      Financial Consultant

    • RAA Wealth Management, LLC

      Aug 2006 - Apr 2008
      Financial Consultant

    • Retirement Advisors of America

      Apr 2008 - Dec 2008
      VP | Financial Consultant

    • Charles Schwab

      Jan 2010 - now

      Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab © 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Show less

      • VP | Sr. Financial Consultant

        Jan 2014 - now

      • VP | Financial Consultant

        Jan 2010 - Jan 2014

  • Licenses & Certifications

    • Series 63

      FINRA
      Feb 2010

    • Series 65

      FINRA
      Dec 1999

    • Series 7

      FINRA
      Jul 1998

  • Volunteer Experience

    • Member

      Issued by Turtle Creek Association on May 2009
      Turtle Creek AssociationAssociated with Jamie M. Bloom

    • Member

      Issued by THE CONSERVANCY on Mar 2015
      THE CONSERVANCYAssociated with Jamie M. Bloom

    • Patron Society, Chairman

      Issued by Turtle Creek Association on Jan 2014
      Turtle Creek AssociationAssociated with Jamie M. Bloom

    • Active Board Member

      Issued by THE CONSERVANCY on Jan 2018
      THE CONSERVANCYAssociated with Jamie M. Bloom