Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Bloom is a financial professional with over 15 years of experience in the industry. Jonathan is currently registered with Charles Schwab & CO., Inc. and has previously held positions at Cabrera Capital Markets, LLC, MKM Partners LLC, TJM Investments, LLC, Bear, Stearns & Co. Inc., Sarroff, Alan Lewis, and Credit Suisse First Boston Corporation. Jonathan holds several securities licenses, including Series 3, 7, 24, 25, 55, 63, 7TO, and SIE. Jonathan's experience and qualifications enable them to provide a wide range of financial services to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
04/01/2022 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
08/02/2017 - 05/31/2018
CABRERA CAPITAL MARKETS, LLC (CHICAGO IL)
IL
09/14/2015 - 08/03/2017
MKM PARTNERS LLC (Chicago IL)
NY
09/11/2008 - 09/08/2015
TJM INVESTMENTS, LLC (New York NY)
NY
10/13/2006 - 06/09/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
08/08/2002 - 01/15/2003
SARROFF, ALAN LEWIS (NEW YORK NY)
NY
12/14/2000 - 07/30/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 04/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/28/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 04/06/2023
Series 3 - National Commodity Futures Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2003
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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