JB
Jennifer R. Bourret
EMPOWER CAPITAL MANAGEMENT
Sarasota, FL
Some features on this profile are disabled
CRD#: 2392358
JB
Professional summary
Jennifer Rae 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.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Rae 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®
NoneExperience
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 80111BD
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
BD
CRD#: 18353
HARTFORD, CT
Past
July 19, 2006 - January 3, 2011
CU INVESTMENT SOLUTIONS LLC
BD
CRD#: 43753
LENEXA, KS
Past
December 8, 2004 - September 22, 2005
METROPOLITAN ROSE FINANCIAL SERVICES LLC
BD
CRD#: 46555
FARMINGTON, CT
Past
January 24, 2003 - May 7, 2003
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
May 21, 1998 - June 10, 2002
CREDIT SUISSE SECURITIES (USA) LLC
BD
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".
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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 - (6/28/1996 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
8515 East Orchard Road 2t3, Greenwood Village, CO, 80111
Mailing Address
Phone number
(303) 737-3000
Established
Firm type
Fiscal year end
# of Employees
321
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 155 |
| AUM (Assets Under Management) | $ 68,344,867,702 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 07/18/2024 | ||
| 10/27/2023 | ||
| 04/14/2023 | ||
| 03/29/2023 |
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.
