Jason Savey
Jason Savey is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Tarrytown, NY, with 27 years of industry experience. Jason 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
120 White Plains Road, Suite 115, Tarrytown, NY, 10591
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Jason is a financial advisor at Onyx Bridge Wealth Group, dedicating full-time hours to managing client accounts and investment research. He also works as an agent for PKS Financial and Fixed Insurance, selling fixed/traditional insurance products, life insurance, and annuities, dedicating a few hours per week to each.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Private Client Services, LLCBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
H&r Block Financial Advisors, INC.Broker
UBS Painewebber INC.Broker
State Registrations17 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.