John David Cooney

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

Previous Registrations

• 2014-12-19 → 2022-07-20
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2007-10-02 → 2015-02-28
  Northwestern Mutual Investment Services, Llc
  Fairfield, NJ
• 2003-05-08 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

(1) 12/18/2014: YAWDOR ENTERPRISES - INV REL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/1984 - 1% OF TIME SPENT (2) 12/18/2014: NO BUSINESS NAME - INV REL - 300 Kimball Drive, Suite 310, Parsippany, NJ 07054 - NON-VARIABLE INSURANCE - 20% OF TIME SPENT - WHOLE, LTC, DISABILITY, LIFE INSURANCE (3) 12/18/2014: 7 NEW YORK BLVD LLC - INV REL - 7 NEW YORK BLVD, SEA GIRT, NY 08750 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 12/20/2012 - FAMILY LLC

Exams

• S66 Uniform Combined State Law Examination
  2006-08-29
• S63 Uniform Securities Agent State Law Examination
  1988-02-01

Other Names

• Jack Cooney
• John David Cooney