Vanessa Michelle Jilot

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 12/2019
  Ameriprise Financial Services, Inc.
  San Francisco, CA
• 12/2019 → Present
  Commonwealth Financial Network
  Waltham, MA
• 12/2019 → Present
  Terra Blue Wealth Management
  Sausalito, CA

Previous Registrations

• 2010-04-21 → 2019-12-10
  Ameriprise Financial Services, Llc
  San Francisco, CA
  Santa Rosa, CA
  San Francisco, CA
  Santa Rosa, CA
  San Francisco, CA
  San Francisco, CA
• 2009-02-04 → 2010-02-26
  Intl Advisory Consultants Inc.
  Birmingham, AL

Other Businesses

1.Fixed insurance sales; As of 11/1/2019; 3% time spent during business hours; Conducted at branch location; Investment related. 2.Managing Member, Terra Blue Wealth Management, LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; As of 11/1/2019, 100% time spent during business hours; Conducted at branch; Investment related 3. Co-owner, Lagunitas General Store, LLC; general store operations; Located at 7290 Sir Francis Drake Blvd, Lagunitas, CA 94938; as of 6/06/2025e; % of time spent during business hours; Not conducted at branch location; Not investment related. 4. Co-owner, 877 Grant, Inc.; entity operating Finnegans Marin restaurant; Located at 877 Grant, Novato, CA; as of 03/31/2026; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-03

Designations

• Certified Financial Planner

Other Names

• Vanessa Michelle Nave-Jilot
• Vanessa Jilot
• Vanessa Michelle Nave Odenthal