Commonwealth Financial Network
About this Advisor
Vanessa Jilot is a certified financial planner based out of Sausalito, California, who has been in the advisory business for 12 years. Jilot is an employee of Commonwealth Financial Network. During their career, the advisor has held roles at Ameriprise Financial Services, Inc, Commonwealth Financial Network and Terra Blue Wealth Management. Jilot has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Commonwealth Financial Network is a registered investment company operating in Sausalito, California. The firm has offices in 1,275 locations and a total of 4,000 people on staff. It handles $162 billion in total assets across its 540,172 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 432 charities and foundations. Of its 540,172 client accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically are based on the financial services offered. Fee types charged by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Vanessa Jilot Work History
Vanessa has 12 years of experience.
Commonwealth Financial Network
Terra Blue Wealth Management
Ameriprise Financial Services, Inc
Vanessa Jilot has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.