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Adam Kenneth Johnston

Bleakley Financial Group, LLC

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About Adam Kenneth Johnston

Adam Kenneth Johnston is a financial advisor registered in New Jersey since 2007. Adam is currently registered with Bleakley Financial Group, LLC. Prior to that, Adam worked with Cetera Advisors LLC, First Allied Securities, Inc., NFP Securities, Inc. and Northwestern Mutual Investment Services, LLC. Adam holds Series 6, 7, 63 and 65 licenses. Adam has experience providing financial planning, portfolio management and investment advice to both individuals and businesses. Adam also has a strong background in pension consulting and educational seminars.

Firm Information

Adam Johnston is currently registered with Bleakley Financial Group, LLC. Bleakley Financial Group, LLC is an independent financial advisory firm with over $9 billion in assets under management. The firm offers a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. Bleakley serves individuals, families, businesses, and institutions. The firm is headquartered in Fairfield, NJ, and has over 80 licensed agents and advisors.
Bleakley Financial Group, LLC

100 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$9.18B

Assets Under Management

15

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-investment consulting/implementation services

Non-investment consulting/implementation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Johnston’s Registration & Firm History

NJ

09/21/2023 - Present

Bleakley Financial Group, LLC (Flemington NJ)

NJ

09/08/2022 - 05/31/2023

CETERA ADVISORS LLC (FLEMINGTON NJ)

NJ

09/15/2010 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (FLEMINGTON NJ)

NJ

03/10/2009 - 09/17/2010

NFP SECURITIES, INC. (ISELIN NJ)

WI

10/29/2002 - 06/02/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 09/06/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2009

Series 7 - General Securities Representative Examination

BC

Issued 10/28/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Kenneth Johnston.
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