Managing Member · Onyx Bridge Wealth Group LLC
Jared M. Cohen
CRD 4467148 · Named on Form ADV at one SEC-registered adviser
At a glance
Onyx Bridge Wealth Group LLC, an SEC-registered wealth manager based in Tarrytown, NY with $1.4 billion in regulatory assets, lists Jared M. Cohen on its Form ADV as Managing Member, a control person.
Firms and roles
- Onyx Bridge Wealth Group LLCManaging MemberWealth manager · Tarrytown, NY · $1.4B in regulatory assets
AtlasMembers
Jared’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Cynthia-Elaine L. SchlangerChief Compliance Officer, Onyx Bridge Wealth Group LLC
- Stephanie A. PocheChief Operations Officer, Onyx Bridge Wealth Group LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jared’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.