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John Mclaughlin

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

12 years in the industry.

  1. Onepoint Bfg Wealth PartnersJan 2026 to now
  2. Purshe Kaplan Sterling InvestmentsApr 2025 to now
  3. Bleakley Financial Group LLC dba Onepoint Bfg Wealth PartnersAug 2023 to now
  4. LPL Financial LLCAug 2023 to Apr 2025
  5. Vantage VenturesSep 2022 to May 2023
  6. UnemployedJan 2014 to Aug 2022

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7706878
Firm CRD
318366
Advisor's SEC record (opens in a new tab)
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