Jason Raymond Savey

Current Employers

Employment History

• 04/2004 → 03/2018
  Villa Barone Manor Inc.
  Bronx, NY
• 06/2007 → 03/2018
  Oppenheimer & Co
  White Plains, NY
• 03/2018 → 03/2020
  Ameriprise Financial Services Inc
  Tarrytown, NY
• 03/2020 → 04/2021
  Private Client Services
  Kirkwood, MO
• 04/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2020 → Present
  Onyx Bridge Wealth Group
  Tarrytown, NY

Previous Registrations

• 2018-03-22 → 2020-02-12
  Ameriprise Financial Services, Llc
  Tarrytown, NY
• 2008-11-12 → 2018-03-09
  Oppenheimer & Co. Inc.
  Danbury, CT
  White Plains, NY

Other Businesses

1) Onyx Bridge Wealth Group; Investment Related; 120 White Plains Road, Suite 115, Tarrytown, NY 10539; RIA; Title - Financial Advisor; Start - 2/2020; 160 Hrs/Mth; 150 During Trading Hrs; Manage Client Accounts, Vote In Investment Meetings, Research 2) PKS Financial; Investment Related; 80 State Street, Albany, NY 12207; Fixed/Traditional Insurance; Title - Agent; Start - 04/01/2021; 15 Hrs/Mth; 15 During Trading Hrs; Sales of Fixed/Traditional Insurance Products, Sales of Life Insurance, Whole & Term Fixed Annuities 3) Fixed Insurance; Investment Related; 120 White Plains Road, Suite 115, Tarrytown, NY 10539; Fixed/Traditional Insurance; Title - Agent; Start - 02/2021; 10 Hrs/Mth; 10 During Securities Trading Hrs; Sales of Fixed/Traditional Insurance Products

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-11
• S63 Uniform Securities Agent State Law Examination
  1998-11-05

Other Names

• Jay Savey
• Jason R Savey
• Jason Raymond Savey
• Jason Raymond Savey