Jack Joseph Holmes
Investment adviser representative at Bridges Investment Management Inc
11 yearsExperience
2 statesRegistered in
CFADesignation
$11.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bridges Investment Management, Inc.Apr 2021 to now
- Wealthplan Investment Management LLCOct 2020 to Apr 2021
- Securities America Inc.Nov 2016 to Dec 2020
- Wealthplan Partners Inc.Jan 2015 to Dec 2020
- LPL Financial LLCJan 2015 to Nov 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Bridges Investment Management Inc
$11.3BAssets managed
1,875Clients
31Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5052193
- Firm CRD
- 108028