Vanessa Jilot, financial advisor Santa Rosa CA
93 score

Vanessa Jilot

CRD Number: 5350507
Current Firm: Ameriprise Financial Services, Inc.

Vanessa Jilot (CRD# 5350507) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Santa Rosa, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. San Francisco, CA Mar 2010 - Current 6
Sterne Agee Financial Services, Inc. Mill Valley, CA Dec 2008 - Feb 2010 1
Raymond James Financial Services San Francisco, CA Jul 2008 - Dec 2008 < 1
Zrii Products San Francisco, CA Jul 2008 - Dec 2008 < 1
Raymond James Financial Services San Francisco, CA Jun 2008 - Jul 2008 < 1
Raymond James Financial Services Arcata, CA May 2007 - Jun 2008 1
Bloxham Tiger Mart Arcata, CA May 2005 - May 2007 2
Sandra Bird Custom Kitchens Larkspur, CA May 1998 - May 2007 9
Pacific Rim Noodle House Arcata, CA Jul 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Vanessa M. Jilot
Phone Number: 612-671-3131
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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