Jared Cohen
Jared Cohen is a registered investment advisor at Emerson Equity LLC, based in Tarrytown, NY, with 24 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
120 White Plains Road, Suite 115, Tarrytown, NY, 10591
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Jared is the CEO of Onyx Bridge Wealth Group, a registered investment advisor, and a member/manager of several real estate investment LLCs. He also sells fixed insurance products and sets up 529 plans or variable life/annuities for clients, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Onyx Bridge Wealth Group LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Private Client Services, LLCBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations4 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.