Role at Bridges Investment Management
- Title on Schedule A
- Chief Investment Officer, Senior Vice President, Director
- Control
- Jack Holmes is a control person of Bridges Investment Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jack Holmes has held the filed role since July 2024.
The firm
Form ADV filed 11 September 2026
Career on record
Jack Holmes has been registered through Bridges Investment Management since April 2021, and before that through Wealthplan Investment Management LLC and Wealthplan Partners.
- – present · 5 yearsOmaha, NE · Adviser representative · Firm CRD 108028
- Wealthplan Investment Management LLC– · under a yearOmaha, NE · Adviser representative · Firm CRD 311364
- Wealthplan Partners– · 1 yearOmaha, NE · Adviser representative · Firm CRD 305026
- Passed SIE · 2018
- Wealthplan Partners– · 5 yearsOmaha, NE · Adviser representative · Firm CRD 158935
- Passed Series 7 and Series 63 · 2015
- Passed Series 4 and Series 3 · 2010
- Passed Series 24 · 2008
Registrations and exams
Jack Holmes has a current investment-adviser registration in Nebraska and Texas and has passed 6 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Nebraska | Investment adviser representative | Approved | 26 April 2021 |
| Texas | Investment adviser representative | Approved | 18 November 2024 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 30 January 2015 |
| Series 4 | Registered Options Principal Examination | 9 February 2010 |
| Series 24 | General Securities Principal Examination | 23 June 2008 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 23 January 2015 |
| Series 3 | National Commodity Futures Examination | 17 September 2010 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
Individual record
- Full name
- Jack Joseph Holmes
- CRD
- 5052193
- Registration status
- Investment adviser registration
- Office
- 13333 CALIFORNIA ST, SUITE 500, Omaha, NE 68154
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Jack Holmes work?
Jack Holmes has been Chief Investment Officer, Senior Vice President, Director of Bridges Investment Management Inc since July 2024, and is a control person of the firm.
Is Jack Holmes a financial advisor?
Yes. Jack Holmes has a current investment-adviser registration in Nebraska and Texas, through Bridges Investment Management since April 2021, as of 18 October 2026.
How many years of experience does Jack Holmes have?
Jack Holmes has worked in the financial industry for 15 years as of 18 October 2026, counted from 11 October 2011, across 4 adviser firms.
What exams has Jack Holmes passed?
Jack Holmes has passed 6 licensing exams: the Series 24, Series 4, Series 3, Series 7, Series 63 and SIE. The earliest, the Series 24, was passed in June 2008.
Where did Jack Holmes work before Bridges Investment Management?
Before Bridges Investment Management, Jack Holmes was registered through Wealthplan Investment Management LLC, January 2021 to April 2021; Wealthplan Partners, February 2020 to April 2021; Wealthplan Partners, February 2015 to July 2020.
Where is Jack Holmes based?
Jack Holmes’ registered office is in Omaha, NE.
Leadership at Bridges Investment Management
- Nicholas WilwerdingChief Executive Officer, President, Chairman, Director
- Michael AppSenior Vice President, & Director
- Riley HickmanChief Operating Officer, Executive Vice President, Director
- Marietta LuellenExecutive Vice President
- Megan McMurryExecutive Vice President
- Douglas PlahnSenior Vice President & Director
- Robert BaldiChief Compliance Officer and Secretary
- Pamela SchulteTreasurer and Director of Finance