Joshua Loree Lewis

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

• 02/2015 → 04/2025
  Lpl Financial, Llc
  Fairfield, NJ
• 03/2015 → 06/2022
  Private Advisor Group, Llc
  Fairfield, NJ
• 06/2022 → Present
  Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
  Parsippany, NJ

Previous Registrations

• 2015-10-27 → 2022-07-20
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2014-03-19 → 2015-02-28
  Northwestern Mutual Investment Services, Llc
  Florham Park, NJ

Other Businesses

1) 08/08/2022- No Business Name- Investment Related- At Reported Business Location(s)-Non-Variable Insurance- Start Date- 01/01/2022- 40 Hours Per Month/ 20 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2014-03-17