Joseph Paul Geslao
Investment adviser representative at Onepoint Bfg Wealth Partners
26 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
26 years in the industry.
- Purshe Kaplan Sterling Investments, IncApr 2025 to now
- Onepoint Bfg Wealth PartnersJul 2022 to now
- Bleakly Financial Group dba One Point Bfg Wealth PartnersMar 2000 to now
- LPL Financial, LLCFeb 2015 to Apr 2025
- Private Advisor GroupFeb 2015 to Jun 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (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
- 2515512
- Firm CRD
- 318366