professional profile
Jonathan S Bloom, CFP
Overview
Jonathan S Bloom is an insurance agent and an investment adviser representative based in Westborough, MA, with 20 years in the industry.
- Years in the industry
- 20
- States licensed
- 1
- States registered
- 2
- Exams passed
- 2
Contact
3 business emails and 3 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 2 states
3 lines of authority, with every state and its dates
Firms
- Aaf Wealth Management, LLCCurrent firm
- Aaf Wealth ManagementCurrent firm
Employment history since 2008
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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