Jeffrey Berman has been Managing Member of Trifecta Capital Advisors since September 2021, is a control person of the firm and directly owns between 25% and 50% of it. Jeffrey Berman holds a BS in Finance from DePaul University and an MBA from Lake Forest Graduate School of Management.
Trifecta Capital Advisors, LLC is a Northbrook, IL firm with $927M under management, 159 clients and 3 advisers in one office, as of its March 2026 filing.
Jeff Berman is Co-Founder of Trifecta Capital Advisors, based in Northbrook, IL. He has managed client assets for more than 25 years, beginning with LaSalle Bank in 1999 as a Portfolio Manager and joining BMO Harris Private Bank in 2010 as a Senior Portfolio Manager. In early 2022 he co-founded Trifecta Capital Advisors with BMO colleagues Sue Oleari and Paul Tromp.
- – present · 4 yearsNorthbrook, IL · Adviser representative · Firm CRD 317391
Investment adviser representative registrations
Jeffrey Berman is registered as an investment adviser representative in Illinois, since January 2022.
- IllinoisSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 November 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Brent Berman
- CRD
- 7480586
- Firm
- Trifecta Capital Advisors · CRD 317391
- Role
- Managing Member
- Office
- 400 SKOKIE BLVD, SUITE 455, Northbrook, IL 60062
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trifectacapitaladvisors.com
Where does Jeffrey Berman work?
Jeffrey Berman has been Managing Member of Trifecta Capital Advisors, LLC since September 2021, and is a control person of the firm.
Is Jeffrey Berman a financial advisor?
Yes. Jeffrey Berman has a current investment-adviser registration in Illinois, through Trifecta Capital Advisors since January 2022.
How many years of experience does Jeffrey Berman have?
Jeffrey Berman has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Jeffrey Berman passed?
Jeffrey Berman passed the Series 65 in November 2021.
Where is Jeffrey Berman based?
Jeffrey Berman’s registered office is in Northbrook, IL.
Is Jeffrey Berman registered with FINRA?
No. Jeffrey Berman has no current broker registration.
How can I verify Jeffrey Berman’s record?
Search CRD 7480586 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Berman’s full registration record.
