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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2006
- Office Locations
- 1
Office Locations
About Sechrest Financial Services
Sechrest Financial Services (Sechrest & Bloom, LLC) provides integrated tax and accounting support alongside financial planning and wealth management for individuals and businesses. Services include tax planning/preparation, bookkeeping and outsourced controller work, entity consulting, and planning for estates, charitable goals, elder care, special needs, and asset protection. The team emphasizes tax-aware, long-term investment planning, with client assets custodied at Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JAROD JONATHAN BLOOM
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #4551487
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Katherine Frances Kiezulas
--
- CRD
- #7751218
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $199,211,839 | $579,104 |
| Total | $199,211,839 | $579,104 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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