Jack J. Holmes

BRIDGES INVESTMENT MANAGEMENT

Omaha, NE 68154

Some features on this profile are disabled

CRD#: 5052193

Professional summary

Jack Joseph Holmes, CFA, who also goes by Jack J Holmes, is a registered financial advisor currently at BRIDGES INVESTMENT MANAGEMENT INC located in Omaha, Nebraska.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jack has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 3, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack J Holmes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Joseph Holmes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

April 26, 2021 - Present

BRIDGES INVESTMENT MANAGEMENT INC

Office #1: 13333 California St Suite 500, Omaha, NE 68154

RIA

CRD#: 108028

Omaha, NE

Past

January 4, 2021 - April 23, 2021

WEALTHPLAN INVESTMENT MANAGEMENT LLC

RIA

CRD#: 311364

OMAHA, NE

Past

February 12, 2020 - April 23, 2021

WEALTHPLAN PARTNERS

RIA

CRD#: 305026

OMAHA, NE

Past

November 8, 2016 - December 31, 2020

SECURITIES AMERICA, INC.

CRD#: 10205

OMAHA, NE

Past

February 10, 2015 - July 10, 2020

WEALTHPLAN PARTNERS

RIA

CRD#: 158935

OMAHA, NE

Past

January 23, 2015 - November 3, 2016

LPL FINANCIAL LLC

CRD#: 6413

OMAHA, NE

Past

January 25, 2008 - May 9, 2011

TD AMERITRADE, INC.

CRD#: 7870

BELLEVUE, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIDGES INVESTMENT MANAGEMENT INC

BRIDGES INVESTMENT MANAGEMENT INC | BRIDGES TRUST

CRD#: 108028 / SEC#: 801-57056

RIA

Registered Investment Advisory firm - (12/9/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(4/26/2021)

IAR

Texas
(11/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/30/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2015

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 9/17/2010

National Commodity Futures Examination

Principal/Supervisory Exam

Series 4

Date: 2/9/2010

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/2008

General Securities Principal Examination

Current Firm

BRIDGES INVESTMENT MANAGEMENT INC

BRIDGES INVESTMENT MANAGEMENT INC | BRIDGES TRUST

CRD#: 108028 / SEC#: 801-57056

RIA

Registered Investment Advisory firm - (12/9/1999 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

13333 California St Suite 500, Omaha, NE 68154

Mailing Address

Po Box 542021, Omaha, NE 68154-8021

Phone number

(402) 397-4700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (3/31/2025)

ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,870
AUM (Assets Under Management)	$ 10,380,538,213

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/13/2025	Cover Page	Report
12/20/2024	Cover Page	Report
11/28/2023	Cover Page	Report
10/27/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jack J. Holmes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Joseph Holmes's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHPLAN INVESTMENT MANAGEMENT LLC

WEALTHPLAN PARTNERS

SECURITIES AMERICA, INC.

WEALTHPLAN PARTNERS

LPL FINANCIAL LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

BRIDGES INVESTMENT MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 1/23/2015

Series 3

Date: 9/17/2010

Series 4

Date: 2/9/2010

Series 24

Date: 6/23/2008

Current Firm

BRIDGES INVESTMENT MANAGEMENT INC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRIDGES INVESTMENT MANAGEMENT INC

TRUST BUT VERIFY

Similar Advisors