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Jonathan Seth Bloom

Aaf Wealth Management, LLC

Westborough, MA

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Current Employers
Aaf Wealth Management, Llc

50 Washington Street, Westborough, MA 01581 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-28
MA RA APPROVED 2016-10-26
  • TX RA
    APPROVED
    Since 2020-02-28
  • MA RA
    APPROVED
    Since 2016-10-26

Branch Locations

50 Washington Street, Westborough, MA 01581 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sovereign Bank Marlboro MA 09/2013 10/2016
Santander Securities Llc Wellesley MA 10/2013 10/2016
Aaf Wealth Management, Llc Westborough MA 10/2016 12/2023
Aaf Wealth Management, Llc Westborough MA 01/2024 Present
Previous Registrations
  • 2013-10-15 → 2016-10-03
    Santander Securities Llc
    Sherborn, MA
    Holliston, MA
    Worcester, MA
    Marlboro, MA
    Framingham, MA
    Sherborn, MA
    Marlboro, MA
    Holliston, MA
    Quincy, MA
    Chestnut Hill, MA
    Wellesley, MA
    Newton, MA
    Marlboro, MA
    Holliston, MA
    Sherborn, MA
    Newtonville, MA
    West Newton, MA
    Hopkinton, MA
    Ashland, MA
    Brookline, MA
    Framingham, MA
  • 2012-06-06 → 2013-10-03
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Shrewsbury, MA
    Shrewsbury, MA
    New Haven, CT
  • 2008-08-21 → 2012-06-08
    Asset Strategy Advisors, Llc
    Wayland, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-11
S63 Uniform Securities Agent State Law Examination 2006-12-01
  • S66 Uniform Combined State Law Examination
    2008-08-11
  • S63 Uniform Securities Agent State Law Examination
    2006-12-01
Designations

View on SEC IAPD

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DAVID LUKE BARLOW
JOSEPH JOHN BENOIT
LAURIE DENISE LITTLEFIELD
EMILY GRIMES WOOD
ADAM ROBERT JACOBS
KEVIN TIMOTHY GRIMES

Other Offices

GRIMES & COMPANY · WESTBOROUGH, MA
MORGAN STANLEY · Westborough, MA
LPL FINANCIAL LLC · WESTBOROUGH, MA
NEWEDGE ADVISORS · Westborough, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Westborough, MA
EAGLE STRATEGIES LLC · WESTBOROUGH, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Westborough, MA

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