Jason Raymond Savey

27 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Onyx Bridge Wealth Group LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

1,654 clients

Average Client Portfolio

$605K average

Assets Under Management

$1.0B

Fee Structure

Location

120 White Plains Road, Suite 115, Tarrytown, NY, 10591

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History

Regulatory History (1)

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Customer Dispute

June 2002

Settled

View Full SEC Report How to Read Disclosures

Other 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

July 2021 - Present · 4 yrs 7 mos

Purshe Kaplan Sterling InvestmentsBroker

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

Private Client Services, LLCBroker

March 2020 - April 2021 · 1 yr 1 mo

Oppenheimer & CO. INC.Broker

June 2007 - March 2018 · 10 yrs 9 mos

H&r Block Financial Advisors, INC.Broker

November 2002 - June 2007 · 4 yrs 7 mos

UBS Painewebber INC.Broker

November 1998 - November 2002 · 4 yrs

State Registrations17 states

CACOCTDEFLMAMENJNMNVNYOHPASCTNTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.