John Solon Patterson
Investment adviser representative at Onepoint Bfg Wealth Partners
36 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
36 years in the industry.
- Onepoint Bfg Wealth PartnersJul 2022 to now
- Bleakley Financial Group, LLC dba Onepoint Bfg Wealth PartnersJun 2022 to now
- LPL Financial, LLCJun 2021 to Apr 2025
- Private Advisor Group, LLCJun 2021 to Jun 2022
- Northwestern Mutual Wealth Management CompanyMay 2007 to May 2021
- Northwestern Mutual Investment Services, LLCOct 1993 to Jun 2021
- Northwestern Mutual Life Ins CoJul 1990 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (GA, NJ).
Onepoint Bfg Wealth Partners
Legal name: Bleakley Financial Group, LLC
$15.1BAssets managed
8,647Clients
124Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2420638
- Firm CRD
- 318366