Unclaimed Profile

Joseph John Duran

BLEAKLEY FINANCIAL GROUP, LLC·FAIRFIELD, New Jersey

SIE, Series 2, Series 7TO, Series 9, Series 10, Series 63, Series 65Clean record21 years registeredBLEAKLEY FINANCIAL GROUP, LLC

100 PASSAIC AVENUE, FAIRFIELD, NJ 07004CRD# 2328861Firm CRD# 318366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph John Duran · FAIRFIELD, NJ

Registration

CRD #2328861 · BLEAKLEY FINANCIAL GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLEAKLEY FINANCIAL GROUP, LLC

INTEGRATED FINANCIAL MANAGEMENT INC

Aug 2008 – Dec 2008

NORTHBROOK, IL

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Jun 2005 – May 2023

Newport Beach, CA

UNITED CAPITAL INVESTMENT ADVISERS, INC

Jun 2005 – Dec 2007

NEWPORT BEACH, CA

FINANCIAL SYNERGIES ADVISORY, LTD.

Mar 2005 – Apr 2006

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7TO

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · March 17, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLEAKLEY FINANCIAL GROUP, LLC

CRD 318366 · SEC 801-123232

AUM

$9.2B

Regulatory assets under management

Employees

158

22,440 client accounts

Services offered by BLEAKLEY FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BLEAKLEY FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph John Duran offer?

Joseph John Duran specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Joseph John Duran's credentials?

Joseph John Duran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph John Duran located?

Joseph John Duran is based in FAIRFIELD, New Jersey, last registered with BLEAKLEY FINANCIAL GROUP, LLC.

How does Joseph John Duran charge for services?

Joseph John Duran's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLEAKLEY FINANCIAL GROUP, LLC?

BLEAKLEY FINANCIAL GROUP, LLC has approximately 158 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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