Jacob Eli Bloom
Financial advisor at Mycio Wealth Partners, LLC · Philadelphia, PA
Last updated 2026-10-10
Claim your profileJacob Eli Bloom is a financial advisor at Mycio Wealth Partners, LLC in Philadelphia, PA, CRD 8178696. Licenses and exams on the registration: Series 65. IAPD registration began 2026-09-08.
Registration
- CRD number
- 8178696
- Registration status
- Active
- IAPD registration
- 2026-09-08
- Industry Experience
- 0 years
- Work Experience
- 10 years
- States registered
- PA
Licenses and exams
- Series 65
Work history
- 2025-02 to Present · Mycio Wealth Partners, LLC · Philiadelphia, PA
- 2025-01 to 2025-01 · Extended Travel · Philadelphia, PA
- 2020-09 to 2024-12 · Drexel University · Philadelphia, PA
- 2023-09 to 2024-03 · Brown Brothers Harriman & Co · Philadelphia, PA
- 2022-09 to 2023-03 · Jpmorgan Trust Co of Delaware, N.A. · Newark, DE
- 2021-09 to 2022-03 · Brown Brothers Harriman Trust Co · Wilmington, DE
- 2016-09 to 2020-08 · Cherry Hill High School East · Cherry Hill, NJ
Current employment
- Mycio Wealth Partners, LLC · Philadelphia, PA
Mycio Wealth Partners, LLC
- Regulatory AUM
- $15,780,802,533
- Registered advisors
- 34
- Offices
- 3
- Clients per advisor
- 27.7 (Low)
- Average AUM per client
- $16.7M (Moderate)
- High-net-worth client ratio
- 97.9% (Very high)
Mycio Wealth Partners, LLC: advisors, services and reported ETF investments
About
Jacob Eli Bloom is a financial advisor at Mycio Wealth Partners, LLC in Philadelphia, PA. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 10 years of reported work history. Reported roles include Extended Travel, Drexel University, Brown Brothers Harriman & Co, Jpmorgan Trust Co of Delaware, N.A., among others.
SEC disclosures list additional business and community activities: Name: Rock It Entertainment Position: Disc Jockey & Saxophonist Investment Related: No Start Date: September 2015 Hours Per Month (weekends): 40 Hours Per Month: (trading Hours): 0 Duties/responsibilities: - Dj & Play Saxophone At Weddings And Other Events: - meets with couples for wedding planning leading up to event; - sets up and breaks down equipment to and from venue.
Mycio Wealth Partners, LLC's firm-level Form ADV reports 34 advisors across 3 offices; approximately 27.7 clients per advisor, average assets per client of $16,734,679, and regulatory AUM of $15.8B; client categories including High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $162.2M across 38 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jacob Eli Bloom personally.
Reported ETF positions
Mycio Wealth Partners reports 38 ETF positions worth $162.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IEFA — iShares Core MSCI EAFE ETF | $23.9M |
| IVV — iShares Core S&P 500 ETF | $23.4M |
| SPY — SPDR S&P 500 ETF TRUST | $21.5M |
| EFA — iShares MSCI EAFE ETF | $12.7M |
| VEA — Vanguard FTSE Developed Markets ETF | $11.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Mycio Wealth Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $23.4M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $23.4M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VEU — Vanguard FTSE All World Ex US ETF | $83.8K | Top 97.5% | Residual alpha +0.61% · Residual Sharpe 0.03 |
| Diversification Benefits | EFV — iShares MSCI EAFE Value ETF | $1.4M | Top 78.4% | Replicability (R²) 92.8% · Residual Sharpe 0.07 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Mycio Wealth Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976
32 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 267-295-2280
- Website: myciowp.com
Official record
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