Jay H Freeberg
Investment adviser representative at Onyx Bridge Wealth Group LLC
38 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
38 years in the industry.
- Onyx Bridge Wealth Group LLCMar 2023 to now
- Katalyst Securities LLCJan 2018 to Oct 2023
- Bristol Financial Services, Inc.Nov 2015 to Jan 2017
- Janover Rubinroit LLCJan 1988 to Dec 2024
- Jrf Asset Advisors, LLC.Jan 1988 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 8 states (CA, CO, CT, FL, LA, NJ, NY, TX).
Onyx Bridge Wealth Group LLC
$1.4BAssets managed
1,846Clients
22Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1812003
- Firm CRD
- 306097