JM
John R. Mara
ONEPOINT BFG WEALTH PARTNERS
Burlington, MA 01803
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CRD#: 3066891
JM
Professional summary
John Robert Mara is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Burlington, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 5 firms and has passed the Series 65, Series 63, 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) 01/07/2019 - Bleakley Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2019 - 160 hr/mth 2) 01/07/2019 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 02/2019 3) 01/09/2019 - Revolution Management Group LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business locations - start: 01/2015 - 4 hr/mth. 4) 07/05/2022 - Bleakley Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-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 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 Robert Mara'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®
NoneExperience
Current
June 29, 2022 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 25 Burlington Mall Road Suite 404, Burlington, MA 01803RIA
CRD#: 318366
Burlington, MA
Past
February 15, 2019 - July 20, 2022
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
Boston, MA
Past
February 15, 2019 - April 15, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
BURLINGTON, MA
Past
July 10, 2007 - February 27, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
BOSTON, MA
Past
January 12, 1999 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
December 10, 1998 - February 27, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
BOSTON, MA
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
Massachusetts(8/16/2022)
IAR
New Jersey(6/29/2022)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366Burlington, MA 01803TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
