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CFP
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CFP

Jay Freeberg

Onyx Bridge Wealth Group LLC
32 Years of Experience
Boca Raton, FL
View SEC Summary
View SEC Summary

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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,846 clients with $1.4B in assets under management.

Onyx Bridge Wealth Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,846 clients
Average Client Portfolio
$742K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable up to 2.00% depending on portfolio size and complexity. Clients with $2,500,000 or more in assets may agree to an annual flat fee of up to $100,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Boca Raton, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Jrf Asset Advisors, LLC.
June 2021 - November 2023 · 2 yrs 5 mos
Katalyst Securities LLCBroker
February 2019 - October 2023 · 4 yrs 8 mos
Bristol Financial Services, INCBroker
December 2015 - January 2017 · 1 yr 1 mo
Bristol Financial Services, INCBroker
March 2007 - December 2013 · 6 yrs 9 mos
Walnut Street Securities, INC.Broker
August 2003 - February 2006 · 2 yrs 6 mos
Nathan & Lewis Securities, INC.
February 1998 - July 2003 · 5 yrs 5 mos
Nathan & Lewis Securities, INC.Broker
December 1994 - August 2003 · 8 yrs 8 mos
Uslife Equity Sales CORP.Broker
January 1989 - December 1994 · 5 yrs 11 mos
State Registrations7 states
CACTFLLANJNYTX
Advisor

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.

Exams
No exam information available for this advisor.
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