James A. Bloomer

BLOOMER FINANCIAL PLANNING

Doylestown, PA

Some features on this profile are disabled

CRD#: 7257216

Professional summary

James Arthur Bloomer, who also goes by Jim Bloomer, is a registered financial advisor currently at BLOOMER FINANCIAL PLANNING LLC located in Doylestown, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. James has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Bloomer

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)

The CRS(Customer Relationship Summary) document is not provided.

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

March 19, 2026 - Present

BLOOMER FINANCIAL PLANNING LLC

CRD#: 309080

Doylestown, PA

Past

May 29, 2020 - February 5, 2026

BLOOMER FINANCIAL PLANNING LLC

RIA

CRD#: 309080

DOYLESTOWN, PA

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

Pennsylvania
(3/19/2026)

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

Current Firm

BLOOMER FINANCIAL PLANNING LLC

CRD#: 309080 / SEC#:

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Doylestown, PA

Mailing Address

Phone number

(908) 599-2345

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 36,000,000

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James A. Bloomer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BLOOMER FINANCIAL PLANNING LLC

BLOOMER FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Current Firm

BLOOMER FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLOOMER FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Similar Advisors