Commonwealth Financial Network
About this Advisor
Vanessa Jilot is a certified financial planner in Sausalito, California. Currently a registered financial advisor at Commonwealth Financial Network, Jilot has 10 years of work experience. Jilot holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Jilot is able to operate in California. Throughout their career, they have worked at Ameriprise Financial Services, Inc, Commonwealth Financial Network and Terra Blue Wealth Management. Commonwealth Financial Network is located in Sausalito, California, and has 1,090 other offices in the United States. As a company, Commonwealth Financial Network manages $111 billion in assets throughout 436,517 client accounts and retains more than 3,400 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Commonwealth Financial Network can provide 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. The firm may charge clients 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 10 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.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
Great Neck, NY
San Diego, CA
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.