Jonathan Guerrieri

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

• 03/2015 → 04/2025
  Lpl Financial, Llc
  Fairfield, NJ
• 06/2015 → 06/2022
  Private Advisor Group, Llc
  Fairfield, NJ
• 06/2022 → Present
  Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
  Parsippany, NJ

Previous Registrations

• 2015-06-03 → 2022-07-20
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2015-01-30 → 2015-02-26
  Northwestern Mutual Investment Services, Llc
  Fairfield, NJ

Other Businesses

(1) 11/07/2016: Savoy Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 11/01/2016 - 3 Hr/Mo; 0 Hour(s) During Securities Trading - Broker/Agent. (2) 4/24/2018 - Garden State Waste Management - Investment Related - 5 Eastmans Rd, Parsippany NJ 07054 - Other-Family Business - Start Date: 01/15/2018 - 4 Hours Per Month/0 Hours During Securities Trading - Father has a waste management company. Help out with payroll and balancing the books.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-29

Designations

• Certified Financial Planner