Jason E. Klinedinst

ONEPOINT BFG WEALTH PARTNERS | Financial Advisor

Atlanta, GA 30327

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CRD#: 4899724

Professional summary

Jason Edward Klinedinst, who also goes by Jason Edward Klinedinst, Jason Klinedinst, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Atlanta, Georgia and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 8 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Income Strategies

Family Finances

Domestic Partner Planning

Are you a "fiduciary"?

Yes

Aliases

Jason Edward Klinedinst | Jason Klinedinst

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. Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At registered location. RIA. Employee Non-producer - Start date: 01/2025. 160 hrs/month; all during trading hours. Client Service Associate

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Edward Klinedinst's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 20, 2023 - Present

ONEPOINT BFG WEALTH PARTNERS

Office #1: 3715 Northside Parkway Nw Building 300, Suite 700, Atlanta, GA 30327

RIA

CRD#: 318366

Atlanta, GA

Current

April 15, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 3715 Northside Parkway Building 300, Suite 700, Atlanta, GA 30327

CRD#: 35747

ALBANY, NY

Past

November 2, 2023 - April 15, 2025

LPL FINANCIAL LLC

CRD#: 6413

ATLANTA, GA

Past

October 21, 2019 - November 10, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ATLANTA, GA

Past

June 20, 2019 - November 10, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ATLANTA, GA

Past

March 17, 2017 - June 18, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

Atlanta, GA

Past

June 1, 2009 - December 3, 2015

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

June 1, 2009 - December 3, 2015

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

July 12, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

WESTPORT, CT

Past

April 22, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WESTPORT, CT

Past

September 28, 2006 - April 29, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

STAMFORD, CT

Past

September 28, 2006 - April 29, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

STAMFORD, CT

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".

ONEPOINT BFG WEALTH PARTNERS

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.

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

IAR

Georgia
(11/22/2023)

Georgia
(4/15/2025)

IAR

New Jersey
(1/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/29/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/29/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/28/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ONEPOINT BFG WEALTH PARTNERS

CRD#: 318366 / SEC#: 801-123232

RIA

Registered Investment Advisory firm - (2/14/2022 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLEAKLEY FINANCIAL GROUP AMENDED PART 2A (7/22/2025)

BLEAKLEY FINANCIAL GROUP AMENDED WRAP BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	30,268
AUM (Assets Under Management)	$ 12,128,656,187

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jason E. Klinedinst

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Edward Klinedinst's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MML INVESTORS SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2020

Series 66

Date: 4/29/2006

SIE

Date: 10/1/2018

Series 7

Date: 4/28/2005

FINRA

Current Firm

ONEPOINT BFG WEALTH PARTNERS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONEPOINT BFG WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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