Broker Check
James L. Rosenbloom, CFP®

James L. Rosenbloom, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

Registered Representative offering Securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Investment Advisor representative offering Advisory Services through Cetera Investment Advisers LLC, a registered investment adviser.

AREAS OF EXPERTISE: Life Insurance, Asset Management, Retirement Strategies, and Business Solutions.

EXPERIENCE: James Rosenbloom currently has 5+ years of Financial Services industry experience as a Financial Advisor with Northwestern Mutual and a Wealth Management Advisor with TIAA-Cref. He joined Compass Capital Management in 2019 with the primary goal of bringing comprehensive financial planning services to his current and future clients. In addition to his experience and interest in financial services, he also possesses 18 years of experience in the music industry.

EDUCATION: James Rosenbloom has a Bachelor of Science degree in Cello Performance, and a Bachelor of Science degree in Business Administration from Louisiana State University.

LICENSES: Life, Health & Accident Insurance License, Variable Life Insurance & Annuity License, and Series 6, 7, 63, and 65 Registrations.

PERSONAL: James was born and grew up in Baton Rouge, LA and currently resides in New Orleans with his wife Sarah. They attend St. Catherine of Sienna Parish and are involved with various local ministries. In his spare time James enjoys hiking, performing music, enjoying the New Orleans food and beverage scene and attending local festivals, as well as traveling, composing music, hunting, and fishing.


Registered Branch Phone #504-837-7177