wiseradvisor

Jon Betlow
Bleakley Financial Group

Tel: (973) 244-4238
100 Passaic Ave
Suite 300
Fairfield, NJ 07004
Bleakley Financial Group | Financial Advisor in Fairfield ,NJ

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
Name of Custodial Firm:   Bleakley Financial Group
Number of Years with Current Firm:   26


Qualifications & Memberships

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 - Ann Arbor, MI
09/1989-05/1993


Jon Betlow

Jon Betlow

CLTC, CLU®, ChFC®, CERTIFIED FINANCIAL PLANNER™ Certificant

Jon P. Betlow, Partner, CFP®, CLU®, ChFC®, CLTC®, states, "I am fortunate to be surrounded by a fantastic team here at Bleakley. Together, we are able to deliver a comprehensive, professional financial planning experience for our loyal clients."

Jon, who has 25+ years of experience, holds CERTIFIED FINANCIAL PLANNER" (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Certified Long-Term Care (CLTC®) designations. He also holds his Series 6, Series 7 and Series 63 licenses through LPL Financial. He received a Bachelor of Business Administration from the Ross School of Business @ The University of Michigan.

Jon enjoys playing golf and traveling with his wife and their two sons. He supports New Jersey SEEDS and is actively involved in supporting junior golf through the MGA Foundation as well as The First Tee organization.

My Team

Joshua Lewis
Joshua Lewis Financial Advisor
Josh Lewis began his financial career in 2013, marking him as one of the vital relative newcomers to a field that desperately needs them.* Joshs philosophy of service exemplifies his outlook. Clients, no matter how big or small, come second to none. We take the time to provide the best service and personal attention, ensuring that everyone can reach their goals. In addition to his years at Bleakley Financial Group, Josh worked as a financial advisor for Northwestern Mutual ...more

Peggy Toron
Peggy Toron Administrative Assistant

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM

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