Jonathan Seth Bloom
Investment adviser representative at Aaf Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$727.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Aaf Wealth Management, LLCJan 2024 to now
- Aaf Wealth Management, LLCOct 2016 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Aaf Wealth Management, LLC
$727.6MAssets managed
293Clients
7Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4816182
- Firm CRD
- 164646