Jack
Holmes
Bridges Investment Management Inc
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About this Advisor
Jack Holmes is a chartered financial analyst who works in Omaha, Nebraska with 2 years of relevant experience. Holmes currently works for Bridges Investment Management Inc. During their career, Holmes has held roles at First Nebraska Trust Co, Lpl Financial LLC, Wealthplan Partners Inc, Securities America Inc, Wealthplan Investment Management LLC, Bridges Investment Management, Inc and Wealthplan Partners, LLC. Holmes holds a Series 63 license, qualifying them as a securities broker, and is able to serve investors in Nebraska. Bridges Investment Management Inc is a financial advisory company that has its headquarters in Omaha, NE. It administers $8 billion in assets under management among its 2,277 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 111 charities and foundations. Of its 2,277 accounts, 37% are associated with high-net-worth investors who have greater than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees usually depend on which services are provided. However, fees billed by Bridges Investment Management Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bridges Investment Management Inc Brokerage Details
$7,549,835,558
75
2,277
$3,315,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jack Holmes Work History
Jack has been registered as a financial advisor for 2 years.*
Bridges Investment Management, Inc
Wealthplan Investment Management LLC
Wealthplan Investment Management LLC
Wealthplan Partners, LLC
Securities America Inc
Lpl Financial LLC
Wealthplan Partners Inc
First Nebraska Trust Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Holmes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bridges Investment Management Inc
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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