Jason Edward Klinedinst
Investment adviser representative at Onepoint Bfg Wealth Partners
10 yearsExperience
2 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
10 years in the industry.
- Purshe Kaplan Sterling InvApr 2025 to now
- Onepoint Bfg Wealth PartnersNov 2023 to now
- Bleakley Financial Group, LLCNov 2023 to now
- LPL FinancialNov 2023 to Apr 2025
- Ameriprise Financial Services, IncJun 2019 to Nov 2023
- Massachusetts Mutual Life Insurance CompanyFeb 2017 to Jun 2019
- MML Investors Services, LLCFeb 2017 to Jun 2019
- UnemployedOct 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2020
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
- 4899724
- Firm CRD
- 318366