Daniel Joseph Bloom

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 09/2018
  The Jentner Corporation
  Akron, OH
• 09/2018 → 06/2025
  The Jentner Corporation
  Akron, OH
• 07/2025 → Present
  Beacon Pointe Advisors, Llc
  Akron, OH

Previous Registrations

• 2014-12-09 → 2025-07-25
  Jentner Wealth Management
  Akron, OH
• 2009-09-01 → 2014-09-30
  Securities America Advisors, Inc.
  Fairlawn, OH
• 2005-07-06 → 2009-08-31
  Chase Investment Services Corp.
  Akron, OH
  Akron, OH
  Fairlawn, OH
• 2005-05-13 → 2005-07-06
  Banc One Securities Corporation
  Akron, OH

Exams

• S66 Uniform Combined State Law Examination
  2005-05-12
• S63 Uniform Securities Agent State Law Examination
  2001-10-16

Designations

• Certified Financial Planner