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David Wayne Johnston

Investment adviser representative at Onepoint Bfg Wealth Partners
16 yearsExperience
1 stateRegistered 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

16 years in the industry.

  1. Purshe Kaplan Sterling InvestmentsApr 2025 to now
  2. Onepoint Bfg Wealth PartnersMay 2023 to now
  3. Bleakley Financial Group, LLC dba Onepoint Bfg Wealth PartnersMay 2023 to now
  4. LPL FinancialMay 2023 to Apr 2025
  5. Cetera Advisors LLCSep 2022 to May 2023
  6. Cetera Investment Advisers LLCNov 2020 to May 2023
  7. First Allied Advisory Services, Inc.Jul 2012 to Nov 2020
  8. First Allied Securities, Inc.Sep 2010 to Sep 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2005

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
2827475
Firm CRD
318366
Advisor's SEC record (opens in a new tab)
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