Jacob Eli Bloom
Investment adviser representative at Mycio Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$15.8BFirm assets
21 yearsFirm in business
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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.
- Mycio Wealth Partners, LLCFeb 2025 to now
- Extended TravelJan 2025 to Jan 2025
- Brown Brothers Harriman & CoSep 2023 to Mar 2024
- JPMorgan Trust Co of Delaware, N.A.Sep 2022 to Mar 2023
- Brown Brothers Harriman Trust CoSep 2021 to Mar 2022
- Drexel UniversitySep 2020 to Dec 2024
- Cherry Hill High School EastSep 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mycio Wealth Partners, LLC
$15.8BAssets managed
943Clients
34Advisers
21 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
- 8178696
- Firm CRD
- 134436