Jared Michael Cohen
Investment adviser representative at Onyx Bridge Wealth Group LLC
25 yearsExperience
1 stateRegistered 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
25 years in the industry.
- Emerson Equity LLCSep 2025 to now
- Onyx Bridge Wealth Group, LLCFeb 2020 to now
- Purshe Kaplan Sterling InvestmentsApr 2021 to Sep 2025
- Private Client ServicesMar 2020 to Mar 2021
- Ameriprise Financial Services, Inc.Oct 2001 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (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
- 4467148
- Firm CRD
- 306097