Jillian Elizabeth Ylo
Investment adviser representative at Bridges Investment Management Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Bridges Investment Management, Inc.Nov 2022 to now
- Chris Molina - Public SpeakerJan 2021 to Jan 2021
- The Vanguard Group, Inc.Jun 2020 to Nov 2022
- The Vanguard Group, IncMay 2019 to Jul 2019
- Sherwin-williams PaintsMay 2018 to Mar 2019
- Munster Parks & RecreationJun 2017 to Aug 2017
- Purdue University - West LafayetteAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7127135
- Firm CRD
- 108028