Jason Raymond Savey
Investment adviser representative at Onyx Bridge Wealth Group LLC
22 yearsExperience
4 statesRegistered in
$1.4BFirm assets
6 yearsFirm in business
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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
22 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2021 to now
- Onyx Bridge Wealth Group LLCFeb 2020 to now
- Private Client ServicesMar 2020 to Apr 2021
- Ameriprise Financial Services IncMar 2018 to Mar 2020
- Oppenheimer & CoJun 2007 to Mar 2018
- Villa Barone Manor Inc.Apr 2004 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, NJ, NY).
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
- 2941302
- Firm CRD
- 306097