Jaren Holmes has been an investment adviser representative at Collaborative Wealth Management since February 2024, and is not listed among the firm’s executive officers or direct owners.
Collaborative Wealth Management, Inc. is a Lake Mary, FL firm with $653M under management, 937 clients and 9 advisers across 4 offices, as of its March 2026 filing.
- Collaborative WealthCurrent– present · 2 yearsLake Mary, FL · Adviser representative · Firm CRD 142106
Investment adviser representative registrations
Jaren Holmes is registered as an investment adviser representative in Texas, since February 2024.
- TexasSince 5 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jaren Nicole Holmes
- CRD
- 6383208
- Firm
- Collaborative Wealth Management · CRD 142106
- Office
- 972 International Parkway, Lake Mary, FL 32746
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jaren Holmes work?
Jaren Holmes is an investment adviser representative registered through Collaborative Wealth Management, Inc. since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jaren Holmes a financial advisor?
Yes. Jaren Holmes has a current investment-adviser registration in Texas, through Collaborative Wealth Management since February 2024.
How many years of experience does Jaren Holmes have?
Jaren Holmes has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Jaren Holmes passed?
Jaren Holmes passed the Series 65 in February 2024.
Where is Jaren Holmes based?
Jaren Holmes’ registered office is in Lake Mary, FL.
Is Jaren Holmes registered with FINRA?
No. Jaren Holmes has no current broker registration.
How can I verify Jaren Holmes’ record?
Search CRD 6383208 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jaren Holmes’ full registration record.
