Jonathan Michael Bergman
Investment adviser representative at Collaborative Capital Advisors LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$387.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Collaborative Capital Advisors LLCAug 2025 to now
- Tag AssociatesJul 2012 to Aug 2025
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Collaborative Capital Advisors LLC
$387.8MAssets managed
18Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5313051
- Firm CRD
- 337588