Jennifer Bourret

EMPOWER CAPITAL MANAGEMENT

Sarasota, FL

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CRD#: 2392358

Professional summary

Jennifer Bourret, who also goes by Jennifer Rae Bourret, Jennifer Rae Toelke, Jennifer Rae Toelke, is a registered financial advisor currently at EMPOWER CAPITAL MANAGEMENT, LLC located in Sarasota, Florida and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jennifer has worked at 8 firms and has passed the Series 63, SIE, Series 6 and Series 7 exams.

Aliases

Jennifer Rae Bourret | Jennifer Rae Toelke | Jennifer Rae Toelke

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.

RUSSELL LIBRARY COMPANY, MIDDLETOWN, CT POSITION: member of the Russell Library Company NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2021 ADDRESS: 123 Broad Street, Middletown CT 06457, United States DESCRIPTION: The Russell Library Company has been in existence since 1875, when the library was founded.The Company is a non-profit 501(c)(3) corporation that provides overall direction to the operation of the library. At the annual meeting, members review the Library's progress over the past year and hear about plans and aspirations for the coming year. The only obligation of a Company member is a willingness to attend the annual meeting (and sometimes festive mid-year meetings in December), but it is hoped that a Company member might also be open to serving on the Board of Trustees if called upon. The Trustees meet once a month (except for July and August), have general fiscal and strategic oversight of the Library, and serve on committees relating to library governance, finance, and planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Bourret's 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®

None

Experience

Current

March 10, 2023 - Present

EMPOWER CAPITAL MANAGEMENT, LLC

RIA

CRD#: 107272

Sarasota, FL

Current

December 22, 2022 - Present

EMPOWER FINANCIAL SERVICES, INC.

Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

March 15, 2021 - December 13, 2022

GLOBAL PORTFOLIO STRATEGIES, INC.

RIA

CRD#: 105812

Hartford, CT

Past

December 5, 2016 - December 13, 2022

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

HARTFORD, CT

Past

July 19, 2006 - January 3, 2011

CU INVESTMENT SOLUTIONS LLC

CRD#: 43753

LENEXA, KS

Past

December 8, 2004 - September 22, 2005

METROPOLITAN ROSE FINANCIAL SERVICES LLC

CRD#: 46555

FARMINGTON, CT

Past

January 24, 2003 - May 7, 2003

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

May 21, 1998 - June 10, 2002

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

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".

EMPOWER CAPITAL MANAGEMENT, LLC

EMPOWER CAPITAL MANAGEMENT, LLC | MAXIM CAPITAL MANAGEMENT, LLC | GW CAPITAL MANAGEMENT LLC | GREAT-WEST CAPITAL MANAGEMENT, LLC

CRD#: 107272 / SEC#: 801-52309

RIA

Registered Investment Advisory firm - (6/28/1996 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(12/22/2022)

Colorado
(12/22/2022)

Connecticut
(12/22/2022)

IAR

Connecticut
(3/10/2023)

District of Columbia
(12/22/2022)

Florida
(12/22/2022)

IAR

Florida
(7/17/2024)

Idaho
(12/22/2022)

Maryland
(12/22/2022)

Massachusetts
(12/22/2022)

Michigan
(12/22/2022)

New York
(12/22/2022)

Oklahoma
(12/22/2022)

Texas
(12/22/2022)

Virginia
(12/22/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 2/4/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 12/5/2016

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 5/20/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EMPOWER CAPITAL MANAGEMENT, LLC

EMPOWER CAPITAL MANAGEMENT, LLC | MAXIM CAPITAL MANAGEMENT, LLC | GW CAPITAL MANAGEMENT LLC | GREAT-WEST CAPITAL MANAGEMENT, LLC

CRD#: 107272 / SEC#: 801-52309

RIA

Registered Investment Advisory firm - (6/28/1996 Approved)

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Contact information

Main Address

8515 East Orchard Road 2t3, Greenwood Village, CO, 80111

Mailing Address

Phone number

(303) 737-1646

Established

Firm type

Fiscal year end

# of Employees

319

SEC notice filing (51 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

EMPOWER CAPITAL MANAGEMENT, LLC PART 2A BROCHURE (3/31/2026)

EMPOWER CAPITAL MANAGEMENT, LLC DEFINED BENEFIT AND DEFINED CONTRIBUTION PLANS - PART 2A BROCHURE (3/31/2026)

EMPOWER CAPITAL MANAGEMENT, LLC NON-QUALIFIED DEFERRED COMPENSATION PLANS - PART 2A BROCHURE (3/31/2026)

Regulatory assets under management

Total Number of Accounts	165
AUM (Assets Under Management)	$ 77,957,342,110

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/21/2026	Cover Page	Report
10/27/2025	Cover Page	Report
07/18/2024	Cover Page	Report
10/27/2023	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.

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Advisor Monitoring

Firm Stability Insights

Jennifer Bourret

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Bourret's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER FINANCIAL SERVICES, INC.

GLOBAL PORTFOLIO STRATEGIES, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CU INVESTMENT SOLUTIONS LLC

METROPOLITAN ROSE FINANCIAL SERVICES LLC

A. G. EDWARDS & SONS, INC.

CREDIT SUISSE SECURITIES (USA) LLC

Primary Firm SEC Registration

EMPOWER CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 2/4/2017

SIE

Passed: 10/1/2018

Series 6

Passed: 12/5/2016

Series 7

Passed: 5/20/1998

FINRA

Current Firm

EMPOWER CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EMPOWER CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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