Jon Peter Betlow

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

• 12/2014 → 06/2022
  Private Advisor Group, Llc
  Morristown, NJ
• 02/2015 → 04/2025
  Lpl Financial, Llc
  Fairfield, NJ
• 06/2022 → Present
  Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
  Parsippany, NJ
• 04/2025 → 12/2025
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2014-12-19 → 2022-07-20
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2006-03-02 → 2015-02-26
  Northwestern Mutual Investment Services, Llc
  Fairfield, NJ
  Fairfield, NJ
• 2006-11-28 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

1. Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 01/2025. 1 hr/month; during trading hours. Sales of fixed/traditional insurance products. 2. Marini Method, LLC. Not Investment Related. 49 Grosvenor Road, Short Hills, NJ 07078. CPA / Accounting / Bookkeeping / Tax Prep or Related. VP. Start date: 01/2012. 1 hr/month; during trading hours. Marni Method, LLC is my wife's business that I am an officer of, essentially handling bill paying and accounting responsibilities. 3. Met Golf Association. Not Investment Related. 49 Knollwood Rd, Elmsford, NY 10523. Non-Profit. Board Member. Start date: 01/2020. 2 hrs/month; during trading hours. Board Member. 4. Ryan Schinman Irrevocable. Not Investment Related. 49 Grosvenor Road, Short Hills, NJ 07078. Trust Related Services. Trustee. Start date: 08/2008. 1 hr/month; not during trading hours. I simply pay insurance premiums out of a trust checking account for the Grantor. 5. The Ryan B. Schinman 2020 Nevada 12/18/20. Investment Related. 49 Grosvenor Road, Short Hills, NJ 07078. Trust Related Services. Trustee. Start date: 12/2020. 1 hr/month; not during trading hours. I simply pay an annual insurance premium out of this trust account for the Grantor.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-20
• S63 Uniform Securities Agent State Law Examination
  1995-02-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant