JH
Jaren N. Holmes
COLLABORATIVE WEALTH
Lake Mary, FL 32746
Some features on this profile are disabled
CRD#: 6383208
JH
Professional summary
Jaren Nicole Holmes, who also goes by Jaren Nicole Smith Holmes, Jaren Nicole Smith, Jaren Nicole Smith Holmes, is a registered financial advisor currently at COLLABORATIVE WEALTH located in Lake Mary, Florida.
Jaren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jaren has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jaren Nicole Smith Holmes | Jaren Nicole Smith | Jaren Nicole Smith Holmes
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Collaborative Digital Innovations, AI/ML Software Company, 972 International Parkway, Lake Mary, FL 32746, Software as a Service, Director of Public Relations began Jan 2023, 40hrs/wk total, 2-3hrs a day during trading hours, duties include planning PR events, managing social media platforms, and supervising our moderation staff.
CRS (Client Relationship Summary) - RIA
Click below to view Jaren Nicole Holmes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 5, 2024 - Present
COLLABORATIVE WEALTH
Office #1: 972 International Parkway, Lake Mary, FL 32746RIA
CRD#: 142106
Lake Mary, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COLLABORATIVE WEALTH
COLLABORATIVE WEALTH | GARRISON WEALTH MANAGEMENT | FALCON FINANCIAL MANAGEMENT | COLLABORATIVEWEALTH TREASURE COAST | COLLABORATIVEWEALTH LAKE NONA | COLLABORATIVEWEALTH GAINESVILLE | COLLABORATIVE WEALTH MANAGEMENT, INC.
CRD#: 142106 / SEC#: 801-80100
RIA
Registered Investment Advisory firm - (8/6/2014 Approved)Indiana
Registered Investment Advisory firm - (12/23/2008 Terminated)Texas
Registered Investment Advisory firm - (8/7/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/5/2024)
Current Firm
CW
COLLABORATIVE WEALTH
COLLABORATIVE WEALTH | GARRISON WEALTH MANAGEMENT | FALCON FINANCIAL MANAGEMENT | COLLABORATIVEWEALTH TREASURE COAST | COLLABORATIVEWEALTH LAKE NONA | COLLABORATIVEWEALTH GAINESVILLE | COLLABORATIVE WEALTH MANAGEMENT, INC.
CRD#: 142106 / SEC#: 801-80100
RIA
Registered Investment Advisory firm - (8/6/2014 Approved)Indiana
Registered Investment Advisory firm - (12/23/2008 Terminated)Texas
Registered Investment Advisory firm - (8/7/2014 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
972 International Parkway, Lake Mary, FL 32746
Mailing Address
Phone number
(407) 792-3336
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,810 |
| AUM (Assets Under Management) | $ 564,031,327 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COLLABORATIVE WEALTH
CRD#: 142106Lake Mary, FL 32746TRUST BUT VERIFY
Monitor Jaren Holmes
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
