Jillian
Ylo
Bridges Investment Management Inc
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About this Advisor
Jillian Ylo is a certified financial planner based out of Omaha, Nebraska with 1 year of relevant experience. Ylo works at Bridges Investment Management Inc. Their career trajectory has included roles at The Vanguard Group, Inc, Sherwin-Williams Paints, Munster Parks & Recreation, Lake County Election Board, Strack & Van Til, Sloup Thorell Detasseling, Munster High School, Purdue University - West Lafayette, Chris Molina - Public Speaker and Bridges Investment Management, Inc. Ylo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Nebraska. Bridges Investment Management Inc is a financial advisory company that has its headquarters in Omaha, NE. It oversees $8 billion in assets under management between its 2,277 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 111 charities and foundations. Of its 2,277 client accounts, 37% belong to high-net-worth investors who have more than $1 million in investable assets. The firm offers a number of services, including 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. Fees charged by financial advisors vary depending on the type of services. Fees charged by Bridges Investment Management Inc may 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
Jillian Ylo Work History
Jillian has been registered as a financial advisor for 1 years.*
Bridges Investment Management, Inc
Chris Molina - Public Speaker
The Vanguard Group, Inc
The Vanguard Group, Inc
Sherwin-Williams Paints
Munster Parks & Recreation
Purdue University - West Lafayette
Lake County Election Board
Strack & Van Til
Sloup Thorell Detasseling
Munster Parks & Recreation
Munster High School
*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 Jillian Ylo 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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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.
