Jason Balogh

Employer firm

Onepoint Bfg Wealth Partners CRD 318366

$15.1B regulatory AUM 27 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 07/2019
  Kevin Spahn
  Lombard, IL
• 06/2018 → 08/2018
  Lexisnexis
  Miamisburg, OH
• 06/2017 → 08/2017
  Reamans Lawn And Landscape
  Dayton, OH
• 09/2015 → 05/2019
  University Of Dayton
  Dayton, OH
• 10/2019 → 10/2025
  Northwestern Mutual Investment Services Llc
  Lombard, IL
• 07/2019 → Present
  Kevin Spahn
  Lombard, IL
• 02/2021 → 10/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2022 → 05/2023
  Montini Catholic High School
  Lombard, IL
• 10/2025 → Present
  Bleakley Financial Group Dba Spahn Financial & Onepoint Bfg
  Parsippany, NJ

Other Businesses

1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-29

Designations

• Certified Financial Planner

Other Names

• Jason Balogh