Jeffrey BermanCRD Number: 7480586
Current Firm: Trifecta Capital Advisors, LLC
Jeffrey Berman (CRD# 7480586) is an Investment Advisor Representative working at Trifecta Capital Advisors, LLC in Northbrook, IL and has 1 year of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Trifecta Capital Advisors, LLC||Northbrook, IL||Jan 2022 - Current||< 1|
|Bmo Harris Bank||Chicago, IL||Oct 2010 - Dec 2021||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management297MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$2,378,159
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, LA, TX
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