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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Joseph Holmes is a financial advisor at Bridges Investment Management Inc. in Omaha, NE. Jack has over 15 years of experience in the financial services industry. Jack is registered as a Registered Representative in Nebraska and Texas. Jack specializes in working with high-net-worth individuals, families, businesses, and institutions. Jack provides a wide range of financial services, including financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Securities research services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting
1
2
NE
11/18/2024 - Present
Bridges Investment Management Inc. (OMAHA NE)
NE
11/08/2016 - 12/31/2020
SECURITIES AMERICA, INC. (OMAHA NE)
NE
01/23/2015 - 11/03/2016
LPL FINANCIAL LLC (OMAHA NE)
NE
01/25/2008 - 05/09/2011
TD AMERITRADE, INC. (BELLEVUE NE)
BC
Issued 01/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2010
Series 4 - Registered Options Principal Examination
BC
Issued 06/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2010
Series 3 - National Commodity Futures Examination
Active
Inactive
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