Vanessa
Jilot

Commonwealth Financial Network

CRD#5350507
Investment Advisor
in Sausalito, CA

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3030 Bridgeway Suite 245
Sausalito, CA 94965

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

CA Average: $16,012,751,954
Total Number of Employees

3,400

CA Average: 118
Total Number of Accounts

436,517

CA Average: 4,567
Average Account Size

$255,295

CA Average: $3,506,186

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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.

2019 - Present (3 years)

Commonwealth Financial Network

2019 - Present (3 years)

Terra Blue Wealth Management

2010 - 2019 (9 years)

Ameriprise Financial Services, Inc

Disclosures

Vanessa Jilot has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Cameron Kashani
Merrillville, IN
John Farrell
Waltham, MA
Corinne Kurucza
Great Neck, NY
Mario Alvino
Glastonbury, CT
David Sawan
Waltham, MA
Amy Palmer
San Diego, CA
William Gallagher
Wilmington, DE

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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