Jarod Bloom
Sechrest & Bloom · Acton, Massachusetts
Jarod Bloom is a fee-only financial advisor at Sechrest & Bloom in Acton, Massachusetts, who holds the CFP credential. Jarod focuses on tax planning, estate & legacy planning and small business owners. Sechrest & Bloom reports charging fixed fees on its Form ADV.
Request an introduction to Jarod →
Specialties
Facts
| Firm | Sechrest & Bloom |
|---|---|
| Based in | Acton, Massachusetts |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $199.2M across 344 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4551487 |
| Exams passed | Series 65 (2000) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sechrestcpa.com |
How Jarod's firm compares
- Sechrest & Bloom's average account is about $579,000, from its Form ADV (assets managed divided by 344 accounts).
Request an introduction to Jarod
Tell Jarod a little about what you're looking for. Jarod isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jarod
Is Jarod Bloom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jarod holds no broker registration, and Sechrest & Bloom reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jarod charge for financial advice?
Jarod's firm, Sechrest & Bloom, reports charging fixed fees on its SEC Form ADV.
Where is Jarod Bloom based?
Jarod Bloom is based in Acton, Massachusetts.
What does Jarod specialize in?
Jarod's specialties include tax planning, estate & legacy planning and small business owners.
What credentials does Jarod Bloom hold?
Jarod Bloom holds the CFP credential.
Is Jarod Bloom registered with the SEC?
Yes. Jarod Bloom is registered as an investment adviser representative in MA (CRD 4551487), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sechrest & Bloom manage?
Sechrest & Bloom reports $199.2M across 344 accounts in assets under management.
How do I contact Jarod Bloom?
Through Jarod's website, www.sechrestcpa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sechrest & Bloom website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.