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Jon Betlow

Bleakley Financial Group

100 Passaic Ave
Suite 300

Fairfield, NJ 07004
(973) 2444238

About Bleakley Financial Group

WE LOOK FOR WAYS TO LEAVE LASTING IMPRESSIONS. We look for ways to make a positive impact on the lives of our family, friends, clients and our community. We seek to provide exceptional service to our clients by:

Listening and discovering their needs, concerns, goals & dreams Educating them on their options and providing advice in their best interest Respecting their assets and risk tolerance Providing thoughtful insight and solutions to their challenges Monitoring their progress Proactively communicating regularly with them

Helping our clients bring their personal and financial goals into focus is our mission. Helping them create and execute a plan to achieve those goals is our reward.

General Information

Firm Start Year

1986

No.of Employees

100-499

CRD#

2490394

Firm CRD#

155216

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

Bleakley Financial Group

Years of Experience in Financial Services

26

Number of Years with Current Firm

26

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant, Certified in Long-Term Care (CLTC), Chartered Life Underwriter (CLU®)

Securities Licenses

Series 6, Series 63, Series 7

Insurance and Annuity Licenses

Life, Long Term Care

Firm Information

Firm's Number of Clients

25,000

Firm's Number of Planning Clients

15,000

Firm's Number of Managed Clients

15,000

Assets Managed by Firm

$6,000,000,000

Assets Managed by Advisor

$200,000,000

Education

BBA -

University of Michigan-Ross School of Business
09/1989 - 05/1993