Jason Balogh
Investment adviser representative at Onepoint Bfg Wealth Partners
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.1BFirm assets
Are you Jason Balogh? Claim your profile
Contact this firm
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
11 years in the industry.
- Onepoint Bfg Wealth PartnersOct 2025 to now
- Bleakley Financial Group dba Spahn Financial & Onepoint BfgOct 2025 to now
- Kevin SpahnJun 2019 to now
- Montini Catholic High SchoolFeb 2022 to May 2023
- Northwestern Mutual Wealth Management CompanyFeb 2021 to Oct 2025
- Northwestern Mutual Investment Services LLCOct 2019 to Oct 2025
- LexisnexisJun 2018 to Aug 2018
- Reamans Lawn and LandscapeJun 2017 to Aug 2017
- University of DaytonSep 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7127743
- Firm CRD
- 318366