Jarod J. Bloom

SECHREST FINANCIAL SERVICES

Acton, MA 01720

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CRD#: 4551487

Professional summary

Jarod Jonathan Bloom, CFP® is a registered financial advisor currently at SECHREST FINANCIAL SERVICES located in Acton, Massachusetts.

Jarod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jarod has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

SECHREST & BLOOM, LLC ONE ACTON PLACE, SUITE 301 526 MAIN STREET ACTON, MA 01720 TITLE - PARTNER. BUSINESS IS NOT INVESTMENT RELATED. BUSINESS IS A CPA FIRM PROVIDING TAX PLANNING AND PREPARATION SERVICES, AS WELL AS ACCOUNTING AND BOOKKEEPING SERVICES. BUSINESS WAS PREVIOUSLY OPERATED AS "SECHREST & ASSOCIATES, CPAS". BEGAN WORKING AT THIS FIRM IN NOVEMBER 2005. WORK APPROXIMATELY 20 HOURS PER WEEK IN THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarod Jonathan 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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

February 1, 2006 - Present

SECHREST FINANCIAL SERVICES

Office #1: One Acton Place, Suite 301 526 Main Street, Acton, MA 01720

RIA

CRD#: 128688

Acton, MA

Past

October 28, 1999 - October 17, 2005

DARROW WEALTH MANAGEMENT

RIA

CRD#: 105679

CONCORD, MA

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".

SECHREST FINANCIAL SERVICES

SECHREST FINANCIAL SERVICES | SECHREST FINANCIAL SERVICES LLC

CRD#: 128688 / SEC#: 801-112402

RIA

Registered Investment Advisory firm - (2/6/2018 Approved)

Massachusetts

Registered Investment Advisory firm - (2/7/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(2/1/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/28/2000

Uniform Investment Adviser Law Examination

Current Firm

SECHREST FINANCIAL SERVICES

SECHREST FINANCIAL SERVICES | SECHREST FINANCIAL SERVICES LLC

CRD#: 128688 / SEC#: 801-112402

RIA

Registered Investment Advisory firm - (2/6/2018 Approved)

Massachusetts

Registered Investment Advisory firm - (2/7/2018 Terminated)

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Contact information

Main Address

One Acton Place, Suite 301 526 Main Street, Acton, MA 01720

Mailing Address

Phone number

(978) 795-1284

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV - FIRM BROCHURE (1/22/2025)

Regulatory assets under management

Total Number of Accounts	357
AUM (Assets Under Management)	$ 183,195,627

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.

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Jarod J. Bloom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SECHREST FINANCIAL SERVICES

DARROW WEALTH MANAGEMENT

Primary Firm SEC Registration

SECHREST FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2000

Current Firm

SECHREST FINANCIAL SERVICES

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECHREST FINANCIAL SERVICES

TRUST BUT VERIFY

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