Joseph Peter Patterson
Investment adviser representative at Onepoint Bfg Wealth Partners
34 yearsExperience
3 statesRegistered in
$15.1BFirm assets
4 yearsFirm in business
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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
34 years in the industry.
- Onepoint Bfg Wealth PartnersSep 2024 to now
- Bleakley Financial Group dba Onepoint Bfg Wealth PartnersJun 2021 to now
- Northwestern Mutual Life InsuranceJul 1992 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, 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
- 4521416
- Firm CRD
- 318366