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Jeremy F Schlanger

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,654 clients
Average Client Portfolio
$605K average
Assets Under Management
$1.0B

Fee Structure

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Location

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

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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 ActivitiesSells Insurance

Jeremy is an independent insurance agent since 2019, providing insurance services to clients. He also owns Schlanger Capital Management LLC and is an adjunct professor at Lonestar College System, dedicating a few hours per week to each.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Sagepoint Financial, INC.
June 2017 - September 2022 · 5 yrs 3 mos
Sagepoint Financial, INC.Broker
June 2017 - September 2022 · 5 yrs 3 mos
Edward Jones
January 2016 - March 2016 · 2 mos
Edward JonesBroker
November 2015 - March 2016 · 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.