Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay H. Freeberg is a financial advisor with Onyx Bridge Wealth Group LLC. Jay has been in the financial services industry for over 35 years and has a strong background in accounting, tax services, and investment management. Jay is also a Certified Financial Planner. Onyx Bridge Wealth Group is a Registered Investment Advisor that serves a wide range of clients, including individuals, families, businesses, and retirement plans. The firm provides financial planning, investment management, and other related services. Jay is passionate about helping clients achieve their financial goals and is committed to providing personalized service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
03/15/2023 - Present
Onyx Bridge Wealth Group LLC (TARRYTOWN NY)
NY
02/19/2019 - 10/19/2023
KATALYST SECURITIES LLC (New York NY)
NY
12/01/2015 - 01/26/2017
BRISTOL FINANCIAL SERVICES, INC (JERICHO NY)
NY
03/16/2007 - 12/31/2013
BRISTOL FINANCIAL SERVICES, INC (JERICHO NY)
NY
08/01/2003 - 02/24/2006
WALNUT STREET SECURITIES, INC. (GARDEN CITY NY)
NY
12/16/1994 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
01/04/1989 - 12/14/1994
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 07/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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