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Jeremy F. Schlanger

ONYX BRIDGE WEALTH GROUP LLC
Spring, TX
Some features on this profile are disabled
CRD#: 6562746
JS

Professional summary

Jeremy F Schlanger, who also goes by Jeremy Frederick Schlanger, is a registered financial advisor currently at ONYX BRIDGE WEALTH GROUP LLC located in Spring, Texas.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeremy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeremy Frederick Schlanger

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. INDEPENDENT INSURANCE POSITION: Independent Insurance Agent NATURE: Providing insurance needs for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2019 ADDRESS: 25311 Doyle Sands Ct, Spring TX 77389, United States DESCRIPTION: Review Insurance 2. Owner; Schlanger Capital Management LLC; Not Investment Related; Spring, TX; Set up to run business related income - S corp; Start Date 09/2022; Approx. 10 hours per month/not during trading hours 3. Adjunct Professor; Lonestar College System; Not investment Related; Montgomery, TX; Start Date 9/2024; Approx. 10 hrs per month, not during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy F Schlanger'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®
None

Experience

Current

September 28, 2022 - Present

ONYX BRIDGE WEALTH GROUP LLC

RIA
CRD#: 306097
Spring, TX
Past

June 30, 2017 - September 2, 2022

OSAIC SERVICES, INC.

RIA
CRD#: 133763
THE WOODLANDS, TX
Past

June 30, 2017 - September 2, 2022

OSAIC SERVICES, INC.

BD
CRD#: 133763
THE WOODLANDS, TX
Past

January 15, 2016 - March 22, 2016

EDWARD JONES

RIA
CRD#: 250
THE WOODLANDS, TX
Past

November 2, 2015 - March 22, 2016

EDWARD JONES

BD
CRD#: 250
THE WOODLANDS, TX

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.

Highlighted states indicate IAR registrations

IAR
Texas
(9/28/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/2/2015
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,852
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.

Company Information

ONYX BRIDGE WEALTH GROUP LLC

CRD#: 306097Spring, TX

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