David W. Johnston
ONEPOINT BFG WEALTH PARTNERS
Flemington, NJ 08822
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CRD#: 2827475
Professional summary
David Wayne Johnston, CFP® is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Flemington, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. David has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 6 exams.
Question & Answer
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) Bleakley Financial Group DBA OnePoint BFG Wealth Partners. Investment-related. At registered location. RIA. IAR. 05/2023. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 05/2023. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3) College of New Jersey (NPBM). Not investment-related. 2000 Pennington Rd, Ewing, NJ 08618. Teaching. Adjunct Professor. 5/15/2023. 150 hrs/month. 4 hrs during trading hrs. Adjunct Professor - Insurance Planning. 4) Stanton Ridge Golf and Country Club. Not investment-related. 25 Club House Dr, Whitehouse Station, NJ 08889. Board of Directors. Board member. 5/15/2023. 3 hrs/month. 3 hrs during trading hrs. President of the member advisory board. 5) College of New Jersey (NPBM) - Board of Directors. Not investment-related. 2000 Pennington Rd, Ewing, NJ 08618. Board of Directors. Foundation board member. 5/15/2023. 3 hrs/month. 3 hrs during trading hrs. Meetings, social events. 6) Hunterdon Health Foundation. Not investment-related. Route 31 Flemington, NJ 08822. Fundraising. Board Member. 07/15/25. 2 hrs/month. 0 hrs during trading hrs. Attend meetings and events.
CRS (Client Relationship Summary) - RIA
Click below to view David Wayne Johnston'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: 2007
Experience
Current
May 30, 2023 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 56 Main Street, Flemington, NJ 08822RIA
CRD#: 318366
Flemington, NJ
Current
April 15, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 56 Main Street Suite 2e, Flemington, NJ 08822BD
CRD#: 35747
ALBANY, NY
Past
May 15, 2023 - April 16, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
FLEMINGTON, NJ
Past
September 8, 2022 - May 18, 2023
CETERA ADVISORS LLC
BD
CRD#: 10299
FLEMINGTON, NJ
Past
November 12, 2020 - May 18, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
FLEMINGTON, NJ
Past
July 2, 2012 - November 12, 2020
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
FLEMINGTON, NJ
Past
September 15, 2010 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
FLEMINGTON, NJ
Past
September 15, 2010 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
FLEMINGTON, NJ
Past
October 1, 2007 - September 17, 2010
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ISELIN, NJ
Past
October 1, 2007 - September 17, 2010
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ISELIN, NJ
Past
January 18, 2005 - October 4, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
PRINCETON, NJ
Past
January 24, 1997 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
January 24, 1997 - October 4, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
PRINCETON, NJ
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(4/15/2025)
RR
Colorado(4/15/2025)
RR
Delaware(4/15/2025)
RR
Florida(4/15/2025)
RR
Indiana(4/15/2025)
RR
Maryland(4/15/2025)
RR
Massachusetts(4/15/2025)
RR
Nevada(4/15/2025)
IAR
New Jersey(5/31/2023)
RR
New Jersey(4/15/2025)
RR
New York(4/15/2025)
RR
North Carolina(4/15/2025)
RR
Pennsylvania(4/15/2025)
RR
South Carolina(4/15/2025)
RR
Virginia(4/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366Flemington, NJ 08822TRUST BUT VERIFY
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