JP
John S. Patterson
ONEPOINT BFG WEALTH PARTNERS
Atlanta, GA 30327
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CRD#: 2420638
JP
Professional summary
John Solon Patterson, CFP® is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Atlanta, Georgia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
None
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) 04/2017 - REAL ESTATE RENTAL - SAUTEE VALLEY VIEW, LLC - 1% - INVESTMENT RELATED - 2653 BEN T. HUIET HIGHWAY, CLARKESVILLE, GA 30523 2) 05/2021 - NON-VARIABLE INSURANCE - JOHN PATTERSON - 1HR/MO DURING TRADING - INVESTMENT RELATED - ATLANTA, GA 30327 3) 12/2011 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - SAUTEE, LLC - 10HRS/MO 0HRS DURING TRADING - NOT INVESTMENT RELATED - NACOOCHEE, GA 30576 4) 07/05/2022 - Bleakley Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 06/29/2022 - 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 6/2022. 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 Solon Patterson'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®
CFP®
Start date: 2001
Experience
Current
July 6, 2022 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 3715 Northside Parkway Nw Building 300, Suite 700, Atlanta, GA 30327RIA
CRD#: 318366
Atlanta, GA
Past
June 8, 2021 - July 20, 2022
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
Atlanta, GA
Past
June 7, 2021 - April 15, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
ATLANTA, GA
Past
March 21, 2007 - April 30, 2007
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY
RIA
CRD#: 109729
MILWAUKEE, WI
Past
August 30, 2005 - March 15, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
ATLANTA, GA
Past
May 20, 1994 - June 11, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
ATLANTA, GA
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
Georgia(7/6/2022)
IAR
New Jersey(7/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (2/14/2022 Approved)Upgrade to AdvisorCheck Premium
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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
CRD#: 318366Atlanta, GA 30327TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
