Jared Michael Cohen

Emerson Equity LLC

23 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Emerson Equity LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

116 advisors

Number of Clients

679 clients

Average Client Portfolio

$483K average

Assets Under Management

$327.9M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.50%
$1M+	2.25%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

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

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2009

Denied

View Full SEC Report How to Read Disclosures

Other 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

October 2025 - Present · 4 mos

Emerson Equity LLCBroker

October 2025 - Present · 4 mos

Onyx Bridge Wealth Group LLC

March 2020 - Present · 5 yrs 11 mos

Previous Registrations

Purshe Kaplan Sterling InvestmentsBroker

April 2021 - September 2025 · 4 yrs 5 mos

Private Client Services, LLCBroker

March 2020 - April 2021 · 1 yr 1 mo

Ids Life Insurance CompanyBroker

January 2002 - July 2006 · 4 yrs 6 mos

State Registrations2 states

NYTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.