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JB

Jonathan D. Bloom

ROBINHOOD ASSET MANAGEMENT
Highwood, IL
Some features on this profile are disabled
CRD#: 2673698
JB
Jonathan David BloomROBINHOOD ASSET MANAGEMENT

Professional summary

Jonathan David Bloom, who also goes by Jonathan Bloom, is a registered financial advisor currently at ROBINHOOD ASSET MANAGEMENT located in Highwood, Illinois and ROBINHOOD FINANCIAL, LLC located in Chicago, Illinois.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jonathan has worked at 9 firms and has passed the Series 66, Series 63, Series 3, Series 7TO, SIE, Series 55, Series 7, Series 25, Series 24 and Series 30 exams.

Aliases

Jonathan Bloom

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Bloom's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 15, 2026 - Present

ROBINHOOD ASSET MANAGEMENT

RIA
CRD#: 323736
Highwood, IL
Current

April 30, 2026 - Present

ROBINHOOD FINANCIAL, LLC

Office #1: 151 N Franklin St Floor 29, Chicago, IL 60606
BD
CRD#: 165998
Chicago, IL
Past

April 1, 2022 - April 23, 2026

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Chicago, IL
Past

August 2, 2017 - May 31, 2018

CABRERA CAPITAL MARKETS, LLC

BD
CRD#: 10081
CHICAGO, IL
Past

September 14, 2015 - August 3, 2017

MKM PARTNERS LLC

BD
CRD#: 114666
Chicago, IL
Past

September 11, 2008 - September 8, 2015

TJM INVESTMENTS, LLC

BD
CRD#: 46300
New York, NY
Past

October 13, 2006 - June 9, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

August 8, 2002 - January 15, 2003

SARROFF, ALAN LEWIS

BD
CRD#: 32934
NEW YORK, NY
Past

December 14, 2000 - July 30, 2001

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
ROBINHOOD ASSET MANAGEMENT
RAM | ROBINHOOD STRATEGIES | ROBINHOOD ASSET MANAGEMENT, LLC | ROBINHOOD ASSET MANAGEMENT

CRD#: 323736 / SEC#: 801-127371

RIA
Registered Investment Advisory firm - (1/14/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/30/2026)
RR
Alaska
(4/30/2026)
RR
Arizona
(4/30/2026)
RR
Arkansas
(4/30/2026)
RR
California
(4/30/2026)
IAR
California
(7/15/2026)
RR
Colorado
(4/30/2026)
RR
Connecticut
(4/30/2026)
RR
Delaware
(4/30/2026)
RR
District of Columbia
(4/30/2026)
RR
Florida
(4/30/2026)
RR
Georgia
(4/30/2026)
RR
Hawaii
(4/30/2026)
RR
Idaho
(4/30/2026)
RR
Illinois
(4/30/2026)
IAR
Illinois
(7/15/2026)
RR
Indiana
(4/30/2026)
RR
Iowa
(4/30/2026)
RR
Kansas
(4/30/2026)
RR
Kentucky
(4/30/2026)
RR
Louisiana
(4/30/2026)
RR
Maine
(4/30/2026)
RR
Maryland
(4/30/2026)
RR
Massachusetts
(4/30/2026)
RR
Michigan
(4/30/2026)
RR
Minnesota
(4/30/2026)
RR
Mississippi
(4/30/2026)
RR
Missouri
(4/30/2026)
RR
Montana
(4/30/2026)
RR
Nebraska
(4/30/2026)
RR
Nevada
(4/30/2026)
RR
New Hampshire
(4/30/2026)
RR
New Jersey
(4/30/2026)
RR
New Mexico
(4/30/2026)
RR
New York
(4/30/2026)
RR
North Carolina
(4/30/2026)
RR
North Dakota
(4/30/2026)
RR
Ohio
(4/30/2026)
RR
Oklahoma
(4/30/2026)
RR
Oregon
(4/30/2026)
RR
Pennsylvania
(4/30/2026)
RR
Puerto Rico
(4/30/2026)
RR
Rhode Island
(4/30/2026)
RR
South Carolina
(4/30/2026)
RR
South Dakota
(4/30/2026)
RR
Tennessee
(4/30/2026)
RR
Texas
(4/30/2026)
RR
Utah
(4/30/2026)
RR
Vermont
(4/30/2026)
RR
Virgin Islands
(4/30/2026)
RR
Virginia
(4/30/2026)
RR
Washington
(4/30/2026)
RR
West Virginia
(4/30/2026)
RR
Wisconsin
(4/30/2026)
RR
Wyoming
(4/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/2/2026
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/15/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 4/6/2023
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/1/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/31/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 11/17/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 10/12/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 25
Date: 1/15/2003
NYSE Trading Assistant Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/2014
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 30
Date: 1/28/2010
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm

RA
ROBINHOOD ASSET MANAGEMENT
RAM | ROBINHOOD STRATEGIES | ROBINHOOD ASSET MANAGEMENT, LLC | ROBINHOOD ASSET MANAGEMENT

CRD#: 323736 / SEC#: 801-127371

RIA
Registered Investment Advisory firm - (1/14/2025 Approved)
Loading...

Contact information

Main Address
85 Willow Road, Menlo Park, CA 94025
Mailing Address
Phone number
650-940-2700 EXT 31450
Established
Firm type
Fiscal year end
# of Employees
56

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RAM FORM ADV PART 2A CLIENT BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts81,015
AUM (Assets Under Management)$ 158,695,275

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/25/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROBINHOOD ASSET MANAGEMENT

CRD#: 323736Highwood, IL

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