Jack Joseph Holmes

Employer firm

Bridges Investment Management Inc CRD 108028

$11.3B regulatory AUM 34 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2015 → 11/2016
  Lpl Financial Llc
  Omaha, NE
• 01/2015 → 02/2020
  Wealthplan Partners Inc.
  Omaha, NE
• 11/2016 → 12/2020
  Securities America Inc.
  Omaha, NE
• 02/2020 → 12/2020
  Wealthplan Partners, Llc
  Omaha, NE
• 10/2020 → 04/2021
  Wealthplan Investment Management Llc
  Omaha, NE
• 12/2020 → 04/2021
  Wealthplan Investment Management Llc
  Omaha, NE
• 04/2021 → 07/2024
  Bridges Investment Management, Inc.
  Omaha, NE
• 07/2024 → Present
  Bridges Investment Management, Inc.
  Omaha, NE

Previous Registrations

• 2020-02-12 → 2021-04-23
  Wealthplan Partners
  Omaha, NE
• 2021-01-04 → 2021-04-23
  Wealthplan Investment Management Llc
  Omaha, NE
• 2015-02-10 → 2020-07-10
  Wealthplan Partners
  Omaha, NE

Other Businesses

Bridges Trust Company, Investment related, 13333 California Street Suite 500 Omaha NE 68154, Trust and Wealth Management Business, Senior Vice President, 4/2021, 20 hrs/mth, 15 hrs/mth during trading hours, Relationship Management; Bridges Private Equity Fund, Investment Related, 13333 California Street Omaha NE 68154, Private Equity Fund, Investment Committee member, 7/2024, 5 hrs/mth, 5 hrs/mth during trading hours, Investment management.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-30

Designations

• Chartered Financial Analyst

Other Names

• Jack Joseph Holmes
• Jack J Holmes