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Jared Cohen

Emerson Equity LLC
24 Years of Experience
Tarrytown, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jared Cohen is a registered investment advisor at Emerson Equity LLC, based in Tarrytown, NY, with 24 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 620 clients with $320M in assets under management.

Emerson Equity LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
620 clients
Average Client Portfolio
$519K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).

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
August 2009
Denied
View Full SEC ReportHow 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 · 1 yr
Emerson Equity LLCBroker
October 2025 - Present · 1 yr
Onyx Bridge Wealth Group LLC
March 2020 - Present · 6 yrs 7 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
Ameriprise Financial Services, LLC.
June 2013 - February 2020 · 6 yrs 8 mos
Ameriprise Financial Services, INC.
June 2009 - December 2010 · 1 yr 6 mos
Ameriprise Financial Services, LLCBroker
January 2002 - February 2020 · 18 yrs 1 mo
Ids Life Insurance CompanyBroker
January 2002 - July 2006 · 4 yrs 6 mos
State Registrations2 states
NYTX
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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