JC
Jared M. Cohen
ONYX BRIDGE WEALTH GROUP LLC
Tarrytown, NY 10591
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CRD#: 4467148
JC
Professional summary
Jared Michael Cohen is a registered financial advisor currently at ONYX BRIDGE WEALTH GROUP LLC located in Tarrytown, New York and EMERSON EQUITY LLC located in San Mateo, California.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jared has worked at 6 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) ONYX BRIDGE RETIREMENT GROUP-NOT INVESTMENT RELATED, 120 WHITE PLAINS ROAD TARRYTOWN, NY 10591, THIRD PARTY ADMINISTRATOR FOR RETIRMENET PLANS, OWNER, NO DUTIES, 2 HRS MONTHLY, 2 HRS MONTHLY DURING SECURITIES TRADING HOURS, 09/2025 2) ONYX BRIDGE TAX GROUP-NOT INVESTMENT RELATED, 120 WHITE PLAINS ROAD TARRYTOWN, NY 10591, TAX AND ACCOUNTING FIRM, OWNER, MANAGE TAX AND ACCOUNTING FIRM, 2 HRS AND 2 HRS DURING SECURITIES TRADING HOURS, 09/2025 3) ONYX BRIDGE WEALTH GROUP-INVESTMENT RELATED, 120 WHITE PLAINS ROAD TARRYTOWN, NY 10591, REGISTERED INVESMENT ADVISOR, CEO/OWNER, STRATEGY AND GROWTH INITIATIVES, MANAGING COMPANY(HR, TECHNOLOGY, COMPLIANCE AND EXECUTIVE DUTIES), 160 HRS MONTHLY 130 HRS DURING SECURITIES TRADING HOURS, 02/2020 4) JMC REDBUD LLC-INVESTMENT RELATED, 6 KOPAC LANE, PALISADES, NY 10964, REAL ESTATE HOLDINGS, MEMBER, I PERFORM NO DUTIES, MEMBER ONLY, 0 HRS, 0 HRS DURING SECURITIES TRADING HOURS, 12/2020 5) JMC HOLDINGS GROUP, LLC-INVESTMENT RELATED, 6 KOPAC LANE, PALISADES, NY 10964, LLC FOR INVESTMENT PROPERTY, MEMBER, I PERFORM NO DUTIES, PASSIVE INCOME, 0 HRS, 0 HRS DURING SECURITIES TRADING HOURS, 05/2019 6) FIXED INSURANCE AND ANNUITIES-INVESTMENT RELATED, 120 WHITE PLAINS ROAD, TERRYTOWN, NY 10591, FIXED INSURANCE AND ANNUITIES, I DON'T ACTIVELY SERVICE CLIENTS ANYMORE BUT ONCE IN A WHILE THERE IS A CLIENT THAT I WILL, 5 HRS MONTHLY, 5 HRS DURING SECURITIES TRADING HOURS, 03/2021 7) 1 KARI HOLDINGS, LLC-INVESTMENT RELATED, 1 KOPAC LANE, PALISADES, NY 10964, LLC FOR COMMERCIAL REAL ESTATE INVESTMENT, MEMBER, PERSONAL REAL ESTATE INVESTMENTS, PERFORM NO DUTIES, PASSIVE INCOME, 0 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS, 02/2022
CRS (Client Relationship Summary) - RIA
Click below to view Jared Michael Cohen's 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®
NoneExperience
Current
March 31, 2020 - Present
ONYX BRIDGE WEALTH GROUP LLC
Office #1: 120 White Plains Road Suite 115, Tarrytown, NY 10591RIA
CRD#: 306097
Tarrytown, NY
Current
October 1, 2025 - Present
EMERSON EQUITY LLC
Office #1: 155 Bovet Road, Suite 725, San Mateo, CA 94402RIA
BD
CRD#: 130032
SAN MATEO, CA
Past
April 1, 2021 - September 8, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Tarrytown, NY
Past
March 6, 2020 - April 1, 2021
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
TARRYTOWN, NY
Past
June 27, 2013 - February 12, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Tarrytown, NY
Past
June 25, 2009 - December 31, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Tarrytown, NY
Past
January 1, 2002 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 1, 2002 - February 12, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Tarrytown, 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".
OB
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
New York(7/22/2021)
RR
New York(10/1/2025)
IAR
Texas(3/31/2020)
RR
Texas(10/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OB
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)Upgrade to AdvisorCheck Premium
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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
28
SEC notice filing (24 States and Territories)
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.
