Justin B. Erfer

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CRD#: 6079168

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Justin Benjamin Erfer, who also goes by Justin Benjamin Erfer, Justin Erfer, was a registered financial professional .

Justin is a previously registered financial professional and started their career in finance in 2013. Justin had worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Justin Benjamin Erfer | Justin Erfer

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) 5/22/19- Bleakley Financial Group- DBA for LPL Business (entity for LPL business)- Inv. Related_ Fairfield,NJ - 160hrs/mth -100% 2) 5/22/19- Non-Variable Insurance- Agent for FIXED INSURANCE -Inv. Related- Fairfield,NJ- start date 5/15/2019- 40hrs/mth - 20%. 3) 6/6/2019 - Bleakley Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 5/15/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 6/6/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 29, 2022 - June 20, 2024

ONEPOINT BFG WEALTH PARTNERS

RIA

CRD#: 318366

FAIRFIELD, NJ

Past

May 28, 2019 - July 20, 2022

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

FAIRFIELD, NJ

Past

May 22, 2019 - June 28, 2024

LPL FINANCIAL LLC

CRD#: 6413

FAIRFIELD, NJ

Past

January 3, 2019 - May 13, 2019

SUMMIT FINANCIAL, LLC

RIA

CRD#: 299322

Parsippany, NJ

Past

September 19, 2018 - May 14, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Parsippany, NJ

Past

August 17, 2016 - September 20, 2018

SUMMIT FINANCIAL RESOURCES INC

RIA

CRD#: 104990

PARSIPPANY, NJ

Past

August 17, 2016 - December 27, 2018

SUMMIT EQUITIES, INC.

RIA

CRD#: 11039

NEW YORK, NY

Past

August 15, 2016 - September 19, 2018

SUMMIT EQUITIES, INC.

CRD#: 11039

NEW YORK, NY

Past

July 1, 2014 - August 5, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

NEW YORK, NY

Past

December 19, 2013 - August 5, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

NEW YORK, NY

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/30/2014

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: 12/19/2013

General Securities Representative Examination

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.

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Advisor Monitoring

Firm Stability Insights

Justin B. Erfer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

SUMMIT FINANCIAL, LLC

PURSHE KAPLAN STERLING INVESTMENTS

SUMMIT FINANCIAL RESOURCES INC

SUMMIT EQUITIES, INC.

SUMMIT EQUITIES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/19/2013

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

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