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Jennifer Bourret

EMPOWER CAPITAL MANAGEMENT
Sarasota, FL
·CRD# 2392358·28 years experience

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...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jennifer Rae Bourret, Jennifer Rae Toelke, Jennifer Rae Toelke

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

28 years in the financial services industry

Current & Past Employments

EMPOWER CAPITAL MANAGEMENT, LLC·CRD# 107272
RIA
Sarasota, FL
March 10, 2023 - Present
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
8515 E Orchard Road, Greenwood Village, CO 80111
December 22, 2022 - Present
GLOBAL PORTFOLIO STRATEGIES, INC.·CRD# 105812
RIA
Hartford, CT
March 15, 2021 - December 13, 2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC·CRD# 18353
BD
Hartford, CT
December 5, 2016 - December 13, 2022
CU INVESTMENT SOLUTIONS LLC·CRD# 43753
BD
Lenexa, KS
July 19, 2006 - January 3, 2011
METROPOLITAN ROSE FINANCIAL SERVICES LLC·CRD# 46555
BD
Farmington, CT
December 8, 2004 - September 22, 2005
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
January 24, 2003 - May 7, 2003
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
May 21, 1998 - June 10, 2002

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Current Firm

EC
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 - SEC (6/28/1996 Approved)

Contact Information

Main Address

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

Phone Number

(303) 737-1646

# of Employees

319

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Latest Form ADV

Part 2 Brochures

EMPOWER CAPITAL MANAGEMENT, LLC 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 DateForm ADV-E CoverForm ADV-E Report
09/21/2026Cover PageReport
10/27/2025Cover PageReport
07/18/2024Cover PageReport
10/27/2023Cover PageReport

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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.

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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".
EC
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 - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(12/22/2022)
RR
Colorado
(12/22/2022)
RR
Connecticut
(12/22/2022)
IAR
Connecticut
(3/10/2023)
RR
District of Columbia
(12/22/2022)
RR
Florida
(12/22/2022)
IAR
Florida
(7/17/2024)
RR
Idaho
(12/22/2022)
RR
Maryland
(12/22/2022)
RR
Massachusetts
(12/22/2022)
RR
Michigan
(12/22/2022)
RR
New York
(12/22/2022)
RR
Oklahoma
(12/22/2022)
RR
Texas
(12/22/2022)
RR
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2017About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 2016About the Series 6 exam

Series 7 — General Securities Representative Examination

Passed May 1998About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

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

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