Jay H. Freeberg

ONYX BRIDGE WEALTH GROUP LLC

Boca Raton, FL

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CRD#: 1812003

Professional summary

Jay H Freeberg, CFP®, who also goes by Jay Freeberg, is a registered financial advisor currently at ONYX BRIDGE WEALTH GROUP LLC located in Boca Raton, Florida.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jay has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7, Series 27 and Series 24 exams.

Question & Answer

What are your service offerings?

Tax Planning

Estate Planning

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Jay Freeberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Jay H Freeberg CPA/Onyx Financial Services; 3505 Bridgewood Drive, Boca Raton, FL 33434; Accounting and tax services; 30 hours per month; during trading hours; not investment related services 2)Oncology Ventures; 758 Verona drive Melville NY 11747; Fractional CFO; investment related; 10 hours per month; during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay H Freeberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

March 15, 2023 - Present

ONYX BRIDGE WEALTH GROUP LLC

RIA

CRD#: 306097

Boca Raton, FL

Past

June 8, 2021 - November 1, 2023

JRF ASSET ADVISORS, LLC.

RIA

CRD#: 126044

GARDEN CITY, NY

Past

February 19, 2019 - October 19, 2023

KATALYST SECURITIES LLC

CRD#: 112494

New York, NY

Past

December 1, 2015 - January 26, 2017

LEBENTHAL FINANCIAL SERVICES, INC.

CRD#: 137988

JERICHO, NY

Past

March 16, 2007 - December 31, 2013

LEBENTHAL FINANCIAL SERVICES, INC.

CRD#: 137988

JERICHO, NY

Past

August 1, 2003 - February 24, 2006

WALNUT STREET SECURITIES, INC.

CRD#: 15840

GARDEN CITY, NY

Past

February 11, 1998 - July 23, 2003

NATHAN & LEWIS SECURITIES, INC.

RIA

CRD#: 8503

GARDEN CITY, NY

Past

December 16, 1994 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

January 4, 1989 - December 14, 1994

USLIFE EQUITY SALES CORP.

CRD#: 7962

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONYX BRIDGE WEALTH GROUP LLC

CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC

CRD#: 306097 / SEC#: 801-118022

RIA

Registered Investment Advisory firm - (2/6/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/30/2023)

IAR

Louisiana
(3/15/2023)

IAR

New York
(3/15/2023)

IAR

Texas
(3/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/13/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/28/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 1/2/2023

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Current Firm

ONYX BRIDGE WEALTH GROUP LLC

CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC

CRD#: 306097 / SEC#: 801-118022

RIA

Registered Investment Advisory firm - (2/6/2020 Approved)

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Contact information

Main Address

120 White Plains Road Suite 115, Tarrytown, NY 10591

Mailing Address

Phone number

(914) 909-6699

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2A APP 1 - WRAP BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	3,852
AUM (Assets Under Management)	$ 1,000,901,317

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jay H. Freeberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay H Freeberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

JRF ASSET ADVISORS, LLC.

KATALYST SECURITIES LLC

LEBENTHAL FINANCIAL SERVICES, INC.

LEBENTHAL FINANCIAL SERVICES, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

USLIFE EQUITY SALES CORP.

Primary Firm SEC Registration

ONYX BRIDGE WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/1998

Series 63

Date: 3/28/1988

Series 7TO

Date: 1/2/2023

SIE

Date: 1/26/2017

Series 7

Date: 3/19/1988

Series 27

Date: 1/2/2023

Series 24

Date: 1/2/2023

Current Firm

ONYX BRIDGE WEALTH GROUP LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONYX BRIDGE WEALTH GROUP LLC

TRUST BUT VERIFY

Contact information

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