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Jason Savey

Onyx Bridge Wealth Group LLC
27 Years of Experience
Tarrytown, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jason Savey is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Tarrytown, NY, with 27 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. 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
—
View Full SEC Brochure

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
June 2002
Settled
View Full SEC ReportHow 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 · 5 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Private Client Services, LLCBroker
March 2020 - April 2021 · 1 yr 1 mo
Ameriprise Financial Services, LLC.
March 2018 - February 2020 · 1 yr 11 mos
Ameriprise Financial Services, LLCBroker
March 2018 - February 2020 · 1 yr 11 mos
Oppenheimer & CO. INC.
November 2008 - March 2018 · 9 yrs 4 mos
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 Registrations18 states
CACOCTDEFLMAMENCNJNMNVNYOHPASCTNTXVA
AdvisorBrokerBoth

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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