John Solon Patterson

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

• 07/1990 → 06/2021
  Northwestern Mutual Life Ins Co
  Milwaukee, WI
• 10/1993 → 06/2021
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 05/2007 → 05/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2021 → 04/2025
  Lpl Financial, Llc
  Atlanta, GA
• 06/2021 → 06/2022
  Private Advisor Group, Llc
  Atlanta, GA
• 06/2022 → Present
  Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
  Atlanta, GA

Previous Registrations

• 2021-06-08 → 2022-07-20
  Private Advisor Group, Llc
  Morristown, NJ
  Atlanta, GA
• 2007-03-21 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 2005-08-30 → 2007-03-15
  Northwestern Mutual Investment Services, Llc
  Atlanta, GA
  Atlanta, GA

Other Businesses

1) 04/2017 - REAL ESTATE RENTAL - SAUTEE VALLEY VIEW, LLC - 1% - INVESTMENT RELATED - 2653 BEN T. HUIET HIGHWAY, CLARKESVILLE, GA 30523 2) 05/2021 - NON-VARIABLE INSURANCE - JOHN PATTERSON - 1HR/MO DURING TRADING - INVESTMENT RELATED - ATLANTA, GA 30327 3) 12/2011 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - SAUTEE, LLC - 10HRS/MO 0HRS DURING TRADING - NOT INVESTMENT RELATED - NACOOCHEE, GA 30576

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-19
• S63 Uniform Securities Agent State Law Examination
  2002-03-08

Designations

• Certified Financial Planner