Jay Freeberg is a CFP-designated registered investment advisor at Onyx Bridge Wealth Group LLC, based in Boca Raton, FL, with 32 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,654 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Onyx Bridge Wealth Group offers investment management through a wrap fee program. Please see their Wrap Fee Program Brochure for details on fees and compensation.
Location
Boca Raton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay provides accounting and tax services through Jay H Freeberg CPA/Onyx Financial Services, dedicating about 10-20% of his time. He also works as a Fractional CFO for Oncology Ventures, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Previous Registrations
Jrf Asset Advisors, LLC.
Katalyst Securities LLCBroker
Bristol Financial Services, INCBroker
Bristol Financial Services, INCBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Uslife Equity Sales CORP.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.