Jaren Nicole Holmes
Investment adviser representative at Collaborative Wealth
12 yearsExperience
1 stateRegistered in
$653.3MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Collaborative WealthJan 2023 to now
- Merrill LynchAug 2014 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Collaborative Wealth
Legal name: Collaborative Wealth Management, Inc.
$653.3MAssets managed
937Clients
14Advisers
12 yearsIn 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
- 6383208
- Firm CRD
- 142106