Unclaimed Profile

Jack Joseph Holmes

BRIDGES INVESTMENT MANAGEMENT INC·OMAHA, Nebraska

SIE, Series 3, Series 4, Series 7, Series 24, Series 63CFAClean record11 years registeredBRIDGES INVESTMENT MANAGEMENT INC

13333 CALIFORNIA ST, OMAHA, NE 68154CRD# 5052193Firm CRD# 108028

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jack Joseph Holmes · OMAHA, NE

Registration

CRD #5052193 · BRIDGES INVESTMENT MANAGEMENT INC · 11 years registered

Brand Profile

Not yet started

Career History

BRIDGES INVESTMENT MANAGEMENT INC

Apr 2021 – present

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Jan 2021 – Apr 2021

OMAHA, NE

WEALTHPLAN PARTNERS

Feb 2020 – Apr 2021

OMAHA, NE

WEALTHPLAN PARTNERS

Feb 2015 – Jul 2020

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 63

Registration record

First registered · February 10, 2015

Years registered · 11

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGES INVESTMENT MANAGEMENT INC

CRD 108028 · SEC 801-57056

AUM

$9.9B

Regulatory assets under management

Employees

2,646 client accounts

Services offered by BRIDGES INVESTMENT MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRIDGES INVESTMENT MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Jack Joseph Holmes offer?

Jack Joseph Holmes specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Jack Joseph Holmes's credentials?

Jack Joseph Holmes holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jack Joseph Holmes located?

Jack Joseph Holmes is based in OMAHA, Nebraska, working with BRIDGES INVESTMENT MANAGEMENT INC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Jack Joseph Holmes charge for services?

Jack Joseph Holmes's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGES INVESTMENT MANAGEMENT INC?

BRIDGES INVESTMENT MANAGEMENT INC has approximately 76 employees and manages $9.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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