Jacob Michael Mathews
Investment adviser representative at Onepoint Bfg Wealth Partners
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.1BFirm assets
Are you Jacob Michael Mathews? 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
13 years in the industry.
- Onepoint Bfg Wealth PartnersSep 2026 to now
- Bleakley Financial Group LLC dba Onepoint Bfg Wealth PartnersJan 2026 to now
- Bleakley Financial Group LLC dba Voyage Wealth ArchitectsJan 2026 to now
- Chris CrubaughJul 2024 to now
- Jesse BerglandJul 2024 to now
- Brian EderApr 2022 to now
- Northwestern Mutual Investment Services LLCAug 2023 to Jan 2026
- Rainbow TreecareMay 2021 to Sep 2021
- University of Minnesota MaintenanceMay 2020 to Dec 2020
- StudentSep 2019 to May 2023
- Raising CanesJan 2019 to Sep 2019
- UnemployedJan 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7522788
- Firm CRD
- 318366