Joshua Bloom

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2016 → Present
  Jp Morgan Securities Llc
  Newark, DE
• 01/2016 → Present
  Jp Morgan Chase Bank Na
  Newark, DE
• 01/2018 → Present
  Gadol, Llc
  Aston, PA

Other Businesses

Entity Name: Gadol, LLC Investment related: Yes Address: Aston, PA Nature of the other business: Rental Property Position/Title/Relationship: Partial Owner Start Date: 12-Jan-2018 Approximate # of hours a month: 10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will make decisions as to what properties the company will purchase and rent, what upgrades/repairs need to be completed, handling tenants.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-09
• S63 Uniform Securities Agent State Law Examination
  2015-09-11

Other Names

• Joshua I. Bloom
• Joshua I Bloom
• Joshua Isaac Bloom