John D. Cooney
ONEPOINT BFG WEALTH PARTNERS | Principal and Wealth Management Advisor
PARSIPPANY, NJ 07054
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CRD#: 1423699
Professional summary
John David Cooney JR, who also goes by Jack Cooney, John David Cooney, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Parsippany, New Jersey.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. John has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.
Biography
Jack Cooney is a Certified Public Accountant (CPA) and Chartered Life Underwriter (CLU®) with over 35 years of experience. He is a graduate of Stonehill College with a Bachelors of Science in Accounting.
He is a member of multiple organizations, including AICPA, New Jersey State Society of CPA's, and FSA.
Out of the office, Jack enjoys spending time with his wife, Kathleen and their 6 children, Meghan, Cristin, John, Brendan, Kristy, and Colleen.
Industry Recognition
Barron’s Top 1200 Financial Advisors: 2020 & 2022
Forbes Best-in-State Wealth Advisors, NJ: 2019-2022
Financial Times Top 400 Financial Advisors: 2019
Question & Answer
What are your service offerings?
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Jack Cooney | John David Cooney
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 12/18/2014: YAWDOR ENTERPRISES - INV REL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/1984 - 1% OF TIME SPENT (2) 12/18/2014: NO BUSINESS NAME - INV REL - 300 Kimball Drive, Suite 310, Parsippany, NJ 07054 - NON-VARIABLE INSURANCE - 20% OF TIME SPENT - WHOLE, LTC, DISABILITY, LIFE INSURANCE (3) 12/18/2014: 7 NEW YORK BLVD LLC - INV REL - 7 NEW YORK BLVD, SEA GIRT, NY 08750 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 12/20/2012 - FAMILY LLC (4) 01/29/2015: BLEAKLEY FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 100 PASSAIC AVENUE, FAIRFIELD, NJ 07004 - START 02/25/2015 (5) 07/20/2022 - Bleakley Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 06/28/2022 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Bleakley Financial Group LLC, an independent investment advisor firm. I started this business activity in 06/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view John David Cooney JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Experience
Current
June 28, 2022 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 300 Kimball Drive Suite 310, Parsippany, NJ 07054RIA
CRD#: 318366
PARSIPPANY, NJ
Past
February 25, 2015 - April 15, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
MORRISTOWN, NJ
Past
December 19, 2014 - July 20, 2022
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
FAIRFIELD, NJ
Past
October 2, 2007 - February 28, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
FAIRFIELD, NJ
Past
May 8, 2003 - April 30, 2007
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY
RIA
CRD#: 109729
MILWAUKEE, WI
Past
August 6, 1986 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
July 26, 1986 - February 28, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
FAIRFIELD, NJ
Past
October 22, 1985 - August 2, 1986
USLIFE EQUITY SALES CORP.
BD
CRD#: 7962
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP
CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - (2/14/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(6/29/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP
CRD#: 318366 / SEC#: 801-123232
RIA
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Contact information
Main Address
300 Kimball Drive Suite 310, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 575-4180
Established
Firm type
Fiscal year end
# of Employees
176
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,268 |
| AUM (Assets Under Management) | $ 12,128,656,187 |
Red Flags
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Company Information
ONEPOINT BFG WEALTH PARTNERS
Principal and Wealth Management AdvisorCRD#: 318366Parsippany, NJ 07054TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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