Jack Bloom
Jack Bloom is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in San Francisco, CA, with 39 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
22 Battery St., #426, San Francisco, CA, 94111
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Regulatory History (1)
Criminal
August 1977Other Business ActivitiesSells Insurance
Jack is an independent insurance agent for various independent insurance companies, dedicating about 10-20% of his time to this activity. He is also an advisory representative of an RIA and owner of a DBA.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Protected Investors of AmericaBroker
Carillon Investments, INC.Broker
Emmett a Larkin Company, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Carillon Investments, INC.Broker
Allmerica Investments, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.