Unclaimed Profile

Jared Michael Cohen

ONYX BRIDGE WEALTH GROUP LLC·TARRYTOWN, New York

SIE, Series 7, Series 66, Series 99TO17 years registeredONYX BRIDGE WEALTH GROUP LLC

120 WHITE PLAINS ROAD, TARRYTOWN, NY 10591CRD# 4467148Firm CRD# 306097

Profile Verification

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

Identity

Jared Michael Cohen · TARRYTOWN, NY

Registration

CRD #4467148 · ONYX BRIDGE WEALTH GROUP LLC · 17 years registered

Brand Profile

Not yet started

Career History

EMERSON EQUITY LLC

Oct 2025 – present

ONYX BRIDGE WEALTH GROUP LLC

Mar 2020 – present

AMERIPRISE FINANCIAL SERVICES, LLC.

Jun 2013 – Feb 2020

Tarrytown, NY

AMERIPRISE FINANCIAL SERVICES, INC.

Jun 2009 – Dec 2010

Tarrytown, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · June 25, 2009

Years registered · 17

Disclosure History

2009Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ONYX BRIDGE WEALTH GROUP LLC

CRD 306097 · SEC 801-118022

AUM

$816M

Regulatory assets under management

Employees

3,517 client accounts

Services offered by ONYX BRIDGE WEALTH GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ONYX BRIDGE WEALTH GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Jared Michael Cohen offer?

Jared Michael Cohen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TARRYTOWN, New York for a consultation.

What are Jared Michael Cohen's credentials?

Jared Michael Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jared Michael Cohen located?

Jared Michael Cohen is based in TARRYTOWN, New York, working with ONYX BRIDGE WEALTH GROUP LLC. Their office serves clients in the TARRYTOWN metropolitan area and surrounding communities.

How does Jared Michael Cohen charge for services?

Jared Michael Cohen'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 ONYX BRIDGE WEALTH GROUP LLC?

ONYX BRIDGE WEALTH GROUP LLC has approximately 24 employees and manages $816M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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