Jonathan Bloom, CFP®, AIF®

Partner & Wealth Advisor

Jonathan is an experienced and passionate Investment Advisor and Financial Planner with a commitment to independent client-centric advice. He has proven success earning trust advising high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes investment management, estate, tax, retirement, insurance, charitable giving, and cash flow planning.

Jonathan appreciates that clients place trust in our team, and that each client is unique. In response, he works diligently to understand each client’s individual needs, life circumstances, priorities, and goals and then sets clear financial objectives and a plan to achieve them. He blends objective investment advice, estate, insurance, financial planning and real-world goal setting to best meet clients’ short and long-term goals, with a keen eye to mitigating risk. He proactively suggests adjustments as appropriate to help clients stay on track and reach their life long goals.

Jonathan earned a bachelor’s degree in finance from Bentley University and fulfilled his education requirement to sit for the rigorous CFP® Certification Examination at New York University. He is a licensed investment advisor, a CERTIFIED FINANCIAL PLANNER™ (CFP®) PROFESSIONAL, and an Accredited Investment Fiduciary (AIF®). Jonathan serves on the Board of Directors for The Whole Child, Inc., a nonprofit based in Upton, MA. He lives in Marlborough, MA with his wife, and two young daughters. He enjoys golf, travel, 3D printing, and monitoring the evolution of cryptocurrency. Jon is an active member of the Marlborough Country Club and Vice President of his Homeowners Association.

Jonathan Bloom, CFP®, AIF®

Partner & Wealth Advisor

Meet Jonathan

“I believe that honest investment advice must be selfless, comprehensive, thoughtfully prepared, and fully customized.”

Contributed Insights

Protect Yourself from AI Voice Scams

Protect Yourself from AI Voice Scams

Voice impersonations of trusted family members, friends, even presidential candidates by artificial intelligence (AI) have been used to conduct fraud, an issue that’s become so widespread that the Federal Trade Commission released a consumer alert on the subject. In this, officials touched on the rise in chatbots, i.e., computer programs that simulate conversations, deepfakes, i.e., […]

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AAF Wealth Management Q4 2023 Market Insight

AAF Wealth Management Q4 2023 Market Insight

Last year was eventful both economically and otherwise, from bank failures in March to Fitch’s downgrade of U.S. government debt, a collapse in inflation, and the Federal Reserve signaling it might end rate hikes. In an ongoing commitment to keep you abreast on a range of issues that might affect you and your business, AAF […]

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From the Desk of Jonathan Bloom

From the Desk of Jonathan Bloom

My big news “on and off the desk” is… I’ve been promoted to Partner! I’m proud of the achievement and humbled by the outpouring of respect and support from my colleagues, clients, family, and friends. It’s been an exciting journey—from my roots as a trader at one of the world’s biggest brokerage firms and now […]

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