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Jonathan Bloom, CFP®, AIF®

Jonathan Bloom, CFP®, AIF®

Financial Consultant & Trader

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location of Jonathan Bloom, CFP®, AIF®Greater Boston

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  • Timeline

  • About me

    Partner & Wealth Advisor, CFP®

  • Education

    • NYU

      2009 - 2011
      Certificate Certificate in Financial Planning

    • Bentley University

      2002 - 2006
      BS Finance

  • Experience

    • Fidelity Investments

      Jul 2006 - Mar 2008
      Financial Consultant & Trader

    • Asset Strategy Consultants

      Mar 2008 - May 2012

      • Director of Private Wealth Management

        Oct 2011 - May 2012

      • Financial Consultant

        Mar 2008 - Sept 2011

    • Merrill Lynch

      May 2012 - Sept 2013
      Vice President, Financial Advisor

    • Santander Asset Management

      Oct 2013 - Oct 2016
      Vice President, Financial Advisor

    • AAF Wealth Management

      Oct 2016 - now

      • Partner & Wealth Advisor

        Jan 2024 - now

      • Director and Senior Wealth Advisor

        Oct 2016 - Jan 2024

  • Licenses & Certifications

    • CFP

      CFP Board
      Oct 2011

    • AIF®

      Fi360
      Jun 2019